Investment Team

Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Harry Clark, CFP®
Executive Chairman
K. Sean Clark, CFA®
EVP, Chief Investment Officer
Maira F. Thompson
SVP, Co-Head of Equity, Senior Portfolio Manager
David J. Rights
SVP, Director of Research
Tony Soslow, CFA®
SVP, Co-Head of Equity, Senior Portfolio Manager
Oliver Chambers
Head of Fixed Income SMA, Senior Portfolio Manager
Neal DeBonte, CFA®
Senior Portfolio Manager — Fixed Income
Robert S. Bennett, Jr.
Head of Cross Asset Management
Alexander Meyer, CFA®
Head of Fixed Income
Mason Wev, CFA®, CMT®, CAIA®
Senior Portfolio Manager
Kevin Bellis, CFA®
Portfolio Manager
Devin Dougherty
Director of Product Management & Development
Scott Swickard, CFA®
Portfolio Manager, Navigator® Small Cap Equity
Marek Hlinka, CFA®
Associate Portfolio Manager
Shehryar Amir, CFA®
Senior Equity Analyst
William Lien
Senior Portfolio Analyst
Josh Fiebach
Portfolio Analyst and Fixed Income Trader
Emily Wynne
Portfolio Analyst and Fixed Income Trader
JT Bell
Portfolio Analyst and Fixed Income Trader
John Meyer
Senior Equity Trader
Michael Catanzariti
Equity Trader