Entire CCMG Team

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