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Our Team

Our values guide us, our team defines us.


Client & Business Development

Alan C. Ashworth, CFA, CAIA

Principal, Client & Business Development - South

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Justin Briggs

Product Specialist

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Jacquelyn Brown

Marketing Associate

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Kristy Ciaschi

Principal, Head of Marketing

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Lindsay Clarke

Marketing Specialist

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Ross Frankenfield, CFA

Client Portfolio Manager

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Laura Gardner

Portfolio Specialist

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Max T. Gawlik

Internal Business Development Associate

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Stephen Goddard Jr.

Client & Business Development

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Andrew Goodenough

Client & Business Development - Midwest

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Amy Hogg

Internal Business Development Associate

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Timothy C. McCoy, Jr.

Principal, Head of Client & Business Development

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T. Guyon McKnight, CFA

Client Portfolio Manager

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Torey Pellegrini, CFA

Client & Business Development, Intermediaries

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Rocco Ranieri, CFA

Client Portfolio Manager

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Mike Sutter

Client & Business Development - West

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Kayla Veschi

Digital Marketing Specialist

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Robert Wainscott

Principal, Client & Business Development - East

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