team

Our Team

Portfolio Managers

Christine R. Arlitt
Portfolio Manager
Meet Christine
Richard E. Bauchspies, JR., CFA
Portfolio Manager
Meet Richard
Sherrie Campbell, CFP, RLP
Portfolio Manager
Meet Sherrie
John M. (Mike) Daley, PhD
Portfolio Manager
Meet John
John W. Drerup
Portfolio Manager
Meet John
Yevgeniy Gushcha, PhD
Portfolio Manager
Meet Yevgeniy
Thomas D. Hunt
Portfolio Manager
Meet Thomas
Kenneth E. Stanley, Col. USAF (Ret) – VP.
Portfolio Manager
Meet Kenneth
Peter C. Woolston
Portfolio Manager
Meet Peter
Joel Sues, CFA, CAIA
Portfolio Manager
Meet Joel
Jodi Bowman
Portfolio Manager
Meet Jodi

Wealth Advisors

Adam Newman, CFA, CFP®, RICP®
Managing Partner
Meet Adam
Kyle McFarland, CFP®
Wealth Advisor
Meet Kyle
Bijal Patel, CFP®
Senior Wealth Advisor
Meet Bijal
Ben Scrivener, CFP®, AIF®
Wealth Advisor
Meet Ben
Brenna Surette, CFP®
Financial Planning Coordinator
Meet Brenna
Brian Quantrille, CFP®
Associate Wealth Advisor
Meet Brian
Roch Monnig, CFP®
Wealth Advisor
Meet Roch
Robbie Pratt
Associate Investment Advisor
Meet Robbie
Russ Floyd, CFA
Director, Investment Advisor
Meet Russ

Trading & Operations

Andy Pratt, CFA
Director of Investment Strategy
Meet Andy
Fariba Shahbaz
Senior Trader
Meet Fariba
AJ Mullan
Investment Analyst
Meet AJ
Sue Burghouwt
Administrator
Meet Sue
Leslie Sinyard
Assistant Portfolio Manager

Analytical & Technology Group

Alex Shen, CFA
Director of Research
Meet Alex
Kenny Mezher, CFA, CFP®
Director of Analytics and Trading
Meet Kenny
Angie Rugari
Compliance Officer
Meet Angie
Martin Walsh
Director of Information Technology
Meet Martin
Hannah Vass
Information Technology Specialist
Meet Hannah

Leadership Team

Lowell D. Pratt Jr., CFA
President and Chairman
Meet Lowell
William A. Stewart
Director of Analysis and CCO
Meet William