Entire CCMG Team

Zack Dukich
SVP, Co-Head of National Sales
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Chad Painter, CIPM®
EVP, Chief Operating Officer
Robert A. Schlegel
SVP, Co-Head of National Sales
Jim Way
SVP, Head of Internal Sales
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Harry Clark, CFP®
Executive Chairman
Brendan Clark, CFA®
Chief Executive Officer
K. Sean Clark, CFA®
EVP, Chief Investment Officer
Colene Clark Bittone
EVP, Corporate Culture
Colleen Rowley
Director of Operations
Maira F. Thompson
SVP, Co-Head of Equity, Senior Portfolio Manager
Matt Gordon
EVP, Chief Technology Officer
Tim McGarrity
EVP, Chief Financial Officer
Conor Mullan
EVP, General Counsel and Chief Compliance Officer
Patrick Hart
Director of Technology and Business Intelligence
George Lopera
Senior Salesforce Developer
Justin Wilkins, CMA®
Senior Financial Analyst
Jason Goldman
Controller
Ken Lovely
Data Architect
Patty Quinn McAuley, CFP®
SVP, Head of Marketing
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Steven Elf
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Rob Holmes
Internal Sales Manager
Michael Cole, CFP®, CFS®
Senior Investment Consultant
David J. Rights
SVP, Director of Research
Tony Soslow, CFA®
SVP, Co-Head of Equity, Senior Portfolio Manager
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Thomas Duffy, CFA®
Senior Client Portfolio Manager
Oliver Chambers
Head of Fixed Income SMA, Senior Portfolio Manager
Tom Finnegan
Director of Design and Production
Jeffrey Coron, CIMA®
Head of National Accounts
Joseph Bell
Senior Vice President, Key Accounts
Brian Wadley
VP Trade Operations
Tom Hatton
Senior Trade Operations Specialist
Kimberly Gramlich
Financial Reporting Accountant
Balasubramaniyan Jayachandran
Solutions Architect
Gabrielle Azzari, CPA®
Financial Reporting Team Lead & Analyst
Ryan Gardner, CFA®
Client Portfolio Manager
Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
Christine Everlof
Head of Account Services
Colleen D’Lauro
Senior Solutions Architect
David Rikard
Trade Operations Specialist
Joshua Graff, CFA®
Associate Client Portfolio Manager
Elena Rose
Quality and Assurance Audit Specialist
Albert Lerro
Trade Operations Specialist
Denny Kwak
Fixed Income Operations Associate
Nick Byrne
Associate General Counsel
Donelle Harris
Senior Compliance Officer
OIivia Williams
New Account Liaison
Michael Lerario
Fixed Income Operations Associate
Kina Simeone Clark
Senior Vice President
Jackson Connor
Head of Distribution Analytics
Colin Kravitz
New Accounts Operations Specialist
Mario Licciardello Jr.
New Account Operations Specialist
Kristin Fink
Director of Marketing Communications
Connor Thompson
Platform Investment Consultant
Bronwen Klem
Senior HR Generalist
Neal DeBonte, CFA®
Senior Portfolio Manager — Fixed Income
Nick Frese
Marketing Tech Specialist
Joshua Lowry
Systems Analyst
Mark Manos, CFS®
Senior Investment Consultant
Robert S. Bennett, Jr.
Head of Cross Asset Management
Alexander Meyer, CFA®
Head of Fixed Income
Mason Wev, CFA®, CMT®, CAIA®
Senior Portfolio Manager
Greg Morel
Senior Investment Consultant
Shawn Snyder
Trade Operations Specialist
Kevin Bellis, CFA®
Portfolio Manager
Devin Dougherty
Director of Product Management & Development
Brendan May
Director, CPM Analyst Team
Emily Thompson
Tax Transition Specialist
Scott Swickard, CFA®
Portfolio Manager, Navigator® Small Cap Equity
Marek Hlinka, CFA®
Associate Portfolio Manager
Jeannette Louh
Senior Equity Analyst
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
Rick Parker
Investment Consultant
Jordan Rapoport
Investment Consultant
Jason Snyder, CFP®
Investment Consultant
Renee Putman
National Accounts Senior Data Analyst
Ryan Steele, CFA®
Investment Consultant
Marilyn Sieger
Office Manager
Justin Terman
Investment Consultant
Noah Howard, CIMA®
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Jarred Sutton
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Ron Bittone
Engagement Consultant
Tyler Marlatt, CIMA®
Investment Consultant
Jake Whitmoyer
Tax Transition Specialist
Tyler Heyser
Senior Relationship Manager — Team Lead
Ryan Schnittker, CFP®
Platform Investment Consultant
Frank Little
Platform Investment Consultant
Jenna Kepner
Platform Consultant