Our Team
Our values guide us, our team defines us.
Alan C. Ashworth, CFA, CAIA
Principal, Client & Business Development - South
ViewBerkley Barrett
Compliance Administrator
ViewJustin Briggs
Product Specialist
ViewDavid Brooks, CAIA, FRM
Principal, Director of Trading
ViewAnn Brown
Administrative Assistant
ViewJacquelyn Brown
Marketing Associate
ViewJ. Brian Campbell, CFA
Principal, Co-Lead Portfolio Manager
ViewJack Carignan
Portfolio Administrator
ViewMelissa Carlucci
Principal, Chief Operating Officer
ViewTJ Carter, CFA, CPA
Portfolio Manager
ViewKristy Ciaschi
Principal, Head of Marketing
ViewLindsay Clarke
Marketing Specialist
ViewMark DeVaul, CFA, CPA
Principal, Portfolio Manager
ViewRoss Frankenfield, CFA
Client Portfolio Manager
ViewAlexander Fraser, CFA
Research Analyst
ViewLaura Gardner
Portfolio Specialist
ViewMax T. Gawlik
Internal Business Development Associate
ViewBrinelle Genus
Information Technology Associate
ViewStephen Goddard, CFA
Founder, Chairman, CIO, and Co-Lead Portfolio Manager
ViewStephen Goddard Jr.
Client & Business Development
ViewAndrew Goodenough
Client & Business Development - Midwest
ViewJeffrey Gurnett
Principal, Head of Business Applications & Technology
ViewChristopher Harper, CFA
Research Analyst
ViewSamuel D. Hutchings, CFA
Principal, Co-Lead Portfolio Manager
ViewGina Hughes
Portfolio Administrator
ViewSowmya Konda
Head of Operations
ViewMichael Lanotte
Senior Equity Trader
ViewMichele Lifsey
Principal, Senior Performance & Compliance Administrator
ViewJoshua Mack
Research Associate
ViewTimothy C. McCoy, Jr.
Principal, Head of Client & Business Development
ViewT. Guyon McKnight, CFA
Client Portfolio Manager
ViewJonathan Moody, CFA
Principal, Portfolio Manager Emeritus
ViewMae Morgan, CPA
Principal, Chief Financial Officer
ViewStephen Owen, CFA
Principal, Chief Executive Officer
ViewTorey Pellegrini, CFA
Client & Business Development, Intermediaries
ViewCharles Perkins, CFA
Research Analyst
ViewAnn Pollard
HNW Client Services Specialist
ViewAnne Goddard Rand
Executive Assistant
ViewRocco Ranieri, CFA
Client Portfolio Manager
ViewRosana Sheldon
Head of Human Resources
ViewBrianna Smith
Operations Support Administrator
ViewCullen Smith
Research Analyst
ViewJohn Snow III, CFA
Principal, Senior Research Analyst
ViewMike Sutter
Client & Business Development - West
ViewBlake Thompson
Equity Trader
ViewKayla Veschi
Digital Marketing Specialist
ViewRobert Wainscott
Principal, Client & Business Development - East
ViewJack Wang, CFA
Research Analyst
ViewAndrew Wetzel
Principal, Chief Compliance Officer
ViewJessica Wilson, CFA
Research Analyst
ViewKelly Young
Principal, Senior Operations Specialist
View