Our Team
Our values guide us, our team defines us.
Senior Management
Melissa A. Carlucci
Principal, Chief Operating Officer
ViewStephen M. Goddard, CFA
Founder, Chairman, CIO, and Co-Lead Portfolio Manager
ViewTimothy C. McCoy, Jr.
Principal, Head of Client & Business Development
ViewJonathan T. Moody, CFA
Principal, Portfolio Manager
ViewMae H. Morgan, CPA
Principal, Chief Financial Officer
ViewStephen C. Owen, CFA
Principal, Chief Executive Officer
ViewAndrew J. Wetzel
Principal, Chief Compliance Officer
View