Entire CCMG Team

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Harry J. Clark
Harry Clark, CFP®
Executive Chairman
Brendan Clark, CFA®
Chief Executive Officer
K. Sean Clark
K. Sean Clark, CFA®
EVP, Chief Investment Officer
Denise Clark Williams
EVP, Chief Operating Officer
Tim McGarrity
EVP, Chief Financial Officer
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Joseph Bell
Senior Vice President, Key Accounts
Colene Clark Bittone
EVP, Corporate Culture
Kina Simeone Clark
Senior Vice President
Mark E. Patterson
EVP, Chief Technology Officer
Conor Mullan
EVP, General Counsel and Chief Compliance Officer
Steven Grant, CFP®
Co-Head of Fixed Income
Robert A. Schlegel
VP, Divisional Sales Manager
Patty Quinn McAuley, CFP®
VP, Director of Marketing
David J. Rights
Director of Research
Tony Soslow, CFA®
Senior Portfolio Manager
Maira F. Thompson
Senior Portfolio Manager
Jamie Mullen
Senior Portfolio Manager
Jon Fiebach
SVP, Head of Cross Asset Management, Co-Head of Fixed Income
Robert S. Bennett, Jr.
Portfolio Manager
John E. Clark, IV, CFP®, ChFC
Portfolio Manager
Mason Wev, CFA®, CMT, CAIA®
Portfolio Manager
Alexander Meyer, CFA®
Portfolio Manager
Neal DeBonte
Portfolio Manager
Elizabeth Schoenberg
Vice President, Custom Implementation
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Devin Dougherty
Director of Product Management & Development
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Zack Dukich
VP, Divisional Sales Manager
Jim Way
VP, Internal Sales Manager
John Archbold, CFA®
Client Portfolio Manager
Jim Shields, CIMA®
Vice President, Key Accounts
Scott Swickard, CFA®
Senior Equity Analyst
Kevin Bellis, CFA®
Vice President, Fixed Income
Marek Hlinka, CFA®
Equity Analyst
Shehryar Amir
Equity Analyst
Robert W. Keller, CFA®, CAIA®
Trader, Fixed Income
Brendan May
Client Portfolio Analyst, Team Lead
Thomas Duffy, CFA®
Associate Client Portfolio Manager
Jackson Connor
Tax Transition Specialist
Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
Carter Hatch
Senior Investment Consultant
Brian Fitzgerald
Senior Investment Consultant
Ron Bittone
Investment Consultant
Jordan Rapoport
Investment Consultant
Michael Cole, CFP®, CFS®
Investment Consultant
Rick Parker
Investment Consultant
Brett McAvoy
Investment Consultant
Anthony Graves
Investment Consultant
Tyler Marlatt, CIMA®
Investment Consultant
Mike Whitney
Investment Consultant
Greg Morel
Investment Consultant
Zach Perch, CFP®
Platform Investment Consultant
Brian Wadley
Vice President, Trade Operations
Karen Hornberger
Trader, Fixed Income
Jim Phelan
Trader, Fixed Income
Gina Vanore
Relationship Manager
Dave Marabella
Senior Relationship Manager
Len Oliveri
Senior Relationship Manager - Team Lead
Rob Holmes
Senior Relationship Manager
Mark Manos, CFS®
Platform Investment Consultant
Pete Hurley
Platform Investment Consultant
Jarred Sutton
Platform Investment Consultant
Edward Morris
Relationship Manager
Austin Spencer
Relationship Manager
Tyler Heyser
Relationship Manager
Daniel Barrus
Relationship Manager
Connor Thompson
Senior Relationship Manager
Chris Allen
Relationship Manager
Krissy Millar
Senior Sales Coordinator
Jake Whitmoyer
Associate Client Portfolio Analyst
Chris Everlof
Senior Sales Coordinator
Fran Hatton
Senior Sales Coordinator
Kristina Vitelli
CPM Coordinator
Keegan DeVoy
Sales Coordinator
Steven Elf
Relationship Manager
Emily Yespelkis
Associate Client Portfolio Analyst

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