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