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Our Team

Our values guide us, our team defines us.


Alan C. Ashworth, CFA, CAIA

Principal, Client & Business Development

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Berkley M. Barrett

Compliance Administrator

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Justin A. Briggs

Product Specialist

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David L. Brooks

Principal, Director of Trading

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J. Brian Campbell, CFA

Principal, Co-Lead Portfolio Manager

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Melissa A. Carlucci

Principal, Chief Operating Officer

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Kristy H. Ciaschi

Manager, Marketing & Client Service

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Lindsay W. Clarke

Marketing Specialist

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Kayla V. Cooper

Digital Marketing Specialist

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Mae H. DeBruin, CPA

Principal, Chief Financial Officer

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Mark E. DeVaul, CFA, CPA

Principal, Portfolio Manager/Analyst

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Paul D. Foster, CFA

Principal, Client & Business Development

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Alexander D. Fraser, CFA

Research Analyst

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Brian J. Freeman, CIMA®

National Accounts & Sales Analytics

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Laura F. Gardner

Portfolio Specialist

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Erica S. Geblein

Marketing Associate

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Stephen M. Goddard, CFA

Founder, Chairman, CIO, and Co-Lead Portfolio Manager

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Stephen Goddard Jr.

Investment Specialist

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Jeffrey R. Gurnett

Head of Business Applications & Technology

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Christopher C. Harper, CFA

Research Analyst

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Alejandra Hatcher-Mendoza

Accountant

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Ryan S. Hissey

Investment Specialist

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Gina Hughes

Portfolio Administrator

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Samuel D. Hutchings, CFA

Principal, Co-Lead Portfolio Manager

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Ramil B. Ibañez

Portfolio Administrator

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Sowmya Konda

Head of Operations

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Liz A. Kornacki, SHRM-SCP

Head of Human Resources

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Michael E. Lanotte

Equity Trader

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Michele P. Lifsey

Senior Performance & Compliance Administrator

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Philipp Liu

Operations Support Administrator

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Brinelle Logan

Office Administrator, Desktop Support Technician

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Timothy C. McCoy, Jr.

Principal, Head of Client & Business Development

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T. Guyon McKnight, CFA

Client Portfolio Analyst

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Jonathan T. Moody, CFA

Principal, Portfolio Manager/Analyst

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Scott C. Mundy

Junior Trader/Data Analyst

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Stephen C. Owen, CFA

Principal, Chief Executive Officer

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Charles F. Perkins, CFA

Research Analyst

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Ann Pollard

Executive Assistant

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Rocco A. Ranieri, CFA

Client Portfolio Manager

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Cullen P. Smith

Research Associate

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John L. Snow III, CFA

Principal, Senior Research Analyst

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Sarah Steffey

Operations Support Administrator

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Mike Sutter

Client & Business Development

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Blake E. Thompson

Equity Trader

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Andrew G. Tuite

Principal, Client & Business Development

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Robert L. Wainscott

Principal, Client & Business Development

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W. Jack Wang, CFA

Research Associate

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Andrew J. Wetzel

Principal, Chief Compliance Officer

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Jessica A. Wilson, CFA

Research Associate

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Kelly E. Young

Senior Operations Specialist

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