Entire CCMG Team

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, Vice Chair
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
Jim Warren
EVP, Chief Operating Officer
Robert A. Schlegel
VP, Divisional Sales Manager
Patty Quinn McAuley, CFP®
VP, Director of Marketing
David J. Rights
Director of Research
Jon Fiebach
SVP, Head of Cross Asset Management, Co-Head of Fixed Income
Steven Grant, CFP®
Co-Head of Fixed Income
Robert S. Bennett, Jr.
Senior Portfolio Manager
Alexander Meyer, CFA®
Senior Portfolio Manager
Jamie Mullen
Senior Portfolio Manager
Tony Soslow, CFA®
Senior Portfolio Manager
Maira F. Thompson
Senior Portfolio Manager
Kevin Bellis, CFA®
Portfolio Manager
Neal DeBonte
Portfolio Manager
Mason Wev, CFA®, CMT, CAIA®
Senior 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
Marek Hlinka, CFA®
Senior Equity Analyst
Shehryar Amir, CFA®
Equity Analyst
Robert W. Keller, CFA®, CAIA®
Trader, Fixed Income
Brendan May
Client Portfolio Analyst, Team Lead
Thomas Duffy, CFA®
Client Portfolio Manager
Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
Michael Cole, CFP®, CFS®
Senior Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Jordan Rapoport
Investment Consultant
Rick Parker
Investment Consultant
Brett McAvoy
Investment Consultant
Anthony Graves
Investment Consultant
Tyler Marlatt, CIMA®
Investment Consultant
Greg Morel
Investment Consultant
Jeffrey Daigneault
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Michael Wade
Investment Consultant
Ron Bittone
Engagement Consultant
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Brian Wadley
Vice President, Trade Operations
Karen Hornberger
Trader, Fixed Income
Jim Phelan
Trader, Fixed Income
Gina Vanore
Relationship Manager
Brian Conway
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
Platform Investment Consultant
Chris Allen
Relationship Manager
Fran Hatton
Senior Sales Coordinator
Krissy Millar
Senior Sales Coordinator
Jackson Connor
Tax Transition Specialist
Kristina Vitelli
CPM Coordinator
Chris Everlof
Senior Sales Coordinator
Steven Elf
Relationship Manager
Emily Yespelkis
Client Portfolio Analyst
Keegan DeVoy
Sales Coordinator
Jake Whitmoyer
Client Portfolio Analyst

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