Our Team
Our values guide us, our team defines us.
Alan C. Ashworth, CFA, CAIA
Principal, Client & Business Development
ViewBerkley M. Barrett
Compliance Administrator
ViewJustin A. Briggs
Product Specialist
ViewDavid L. Brooks
Principal, Director of Trading
ViewJ. Brian Campbell, CFA
Principal, Co-Lead Portfolio Manager
ViewMelissa A. Carlucci
Principal, Chief Operating Officer
ViewKristy H. Ciaschi
Manager, Marketing & Client Service
ViewLindsay W. Clarke
Marketing Specialist
ViewKayla V. Cooper
Digital Marketing Specialist
ViewMae H. DeBruin, CPA
Principal, Chief Financial Officer
ViewMark E. DeVaul, CFA, CPA
Principal, Portfolio Manager/Analyst
ViewPaul D. Foster, CFA
Principal, Client & Business Development
ViewAlexander D. Fraser, CFA
Research Analyst
ViewLaura F. Gardner
Portfolio Specialist
ViewErica S. Geblein
Marketing Associate
ViewBrinelle Genus
Office Administrator, Desktop Support Technician
ViewStephen M. Goddard, CFA
Founder, Chairman, CIO, and Co-Lead Portfolio Manager
ViewStephen Goddard Jr.
Investment Specialist
ViewJeffrey R. Gurnett
Head of Business Applications & Technology
ViewChristopher C. Harper, CFA
Research Analyst
ViewAlejandra Hatcher-Mendoza
Accountant
ViewRyan S. Hissey
Investment Specialist
ViewGina Hughes
Portfolio Administrator
ViewSamuel D. Hutchings, CFA
Principal, Co-Lead Portfolio Manager
ViewRamil B. Ibañez
Portfolio Administrator
ViewSowmya Konda
Head of Operations
ViewLiz A. Kornacki, SHRM-SCP
Head of Human Resources
ViewMichael E. Lanotte
Senior Equity Trader
ViewMichele P. Lifsey
Senior Performance & Compliance Administrator
ViewPhilipp Liu
Operations Support Administrator
ViewTimothy C. McCoy, Jr.
Principal, Head of Client & Business Development
ViewT. Guyon McKnight, CFA
Client Portfolio Manager
ViewJonathan T. Moody, CFA
Principal, Portfolio Manager/Analyst
ViewStephen C. Owen, CFA
Principal, Chief Executive Officer
ViewCharles F. Perkins, CFA
Research Analyst
ViewAnn Pollard
Executive Assistant
ViewAnne G. Rand
Executive Assistant
ViewRocco A. Ranieri, CFA
Client Portfolio Manager
ViewCullen P. Smith
Research Associate
ViewJohn L. Snow III, CFA
Principal, Senior Research Analyst
ViewSarah Steffey
Operations Support Administrator
ViewMike Sutter
Client & Business Development
ViewBlake E. Thompson
Equity Trader
ViewAndrew G. Tuite
Principal, Client & Business Development
ViewRobert L. Wainscott
Principal, Client & Business Development
ViewW. Jack Wang, CFA
Research Analyst
ViewAndrew J. Wetzel
Principal, Chief Compliance Officer
ViewJessica A. Wilson, CFA
Research Associate
ViewKelly E. Young
Senior Operations Specialist
View