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Greg Morel
Senior Investment Consultant
Thomas Duffy, CFA®
Senior Client Portfolio Manager
Robert A. Schlegel
SVP, Co-Head of National Sales
Connor Thompson
Platform Investment Consultant
Renee Putman
National Accounts Senior Data Analyst
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Brendan May
Director, CPM Analyst Team
Jim Way
SVP, Head of Internal Sales
Joseph Bell
Senior Vice President, Key Accounts
Rob Holmes
Internal Sales Manager
Patty Quinn McAuley, CFP®
SVP, Head of Marketing
Rick Parker
Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Ian Piety
Platform Investment Consultant
Ron Bittone
Engagement Consultant
Zack Dukich
SVP, Co-Head of National Sales
Jordan Rapoport
Investment Consultant
Jarred Sutton
Platform Investment Consultant
