Christine R. Arlitt
Portfolio Manager
Team
Portfolio Managers (click to show)
Richard E. Bauchspies, JR., CFA
Portfolio Manager
Sherrie Campbell, CFP®, RLP®
Portfolio Manager
John M. (Mike) Daley, PhD
Portfolio Manager
John W. Drerup
Portfolio Manager
Yevgeniy Gushcha, PhD
Portfolio Manager
Thomas D. Hunt
Portfolio Manager
Kenneth E. Stanley, Col. USAF (Ret) – VP.
Portfolio Manager
Peter C. Woolston
Portfolio Manager
Jodi Bowman
Portfolio Manager
Wealth Advisors (click to show)
Adam Newman, CFA, CFP®, RICP®
Senior Wealth Advisor
Kyle McFarland, CFP®
Wealth Advisor
Bijal Patel, CFP®
Senior Wealth Advisor
Ben Scrivener, CFP®, AIF®
Wealth Advisor
Brenna Surette, CFP®
Associate Wealth Advisor
Business Development (click to show)
Trading & Operations (click to show)
Joel Sues, CFA
Trader
Andy Pratt, CFA
Director of Investment Strategy
Fariba Shahbaz
Senior Trader
Sue Burghouwt
Administrator
Leslie Sinyard
Assistant Portfolio Manager
Analytical & Technology Group (click to show)
Alex Shen, CFA
Director of Research
Martin Walsh
Director of Information Technology
Hannah Vass
Information Technology Specialist
Angie Rugari
Compliance Officer
