Entire CCMG Team

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Jon Fiebach
SVP, Head of Cross Asset Management, Head of Fixed Income
Oliver Chambers
Senior Portfolio Manager — Fixed Income
Neal DeBonte, CFA®
Senior Portfolio Manager — Fixed Income
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
Colene Clark Bittone
EVP, Corporate Culture
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Conor Mullan
EVP, General Counsel and Chief Compliance Officer
Tim McGarrity
EVP, Chief Financial Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Chad Painter, CIPM®
EVP, Chief Operating Officer
Matt Gordon
EVP, Chief Technology Officer
Alexander Meyer, CFA®
Senior Portfolio Manager
Joseph Bell
Senior Vice President, Key Accounts
Patty Quinn McAuley, CFP®
SVP, Head of Marketing
Zack Dukich
SVP, Divisional Sales Manager
Robert S. Bennett, Jr.
Senior Portfolio Manager
Devin Dougherty
Director of Product Management & Development
David J. Rights
SVP, Director of Research
Robert A. Schlegel
SVP, Divisional Sales Manager
Robert W. Keller, CFA®, CAIA®
Trader, Fixed Income
JT Bell
Trader/Fixed Income
Tony Soslow, CFA®
SVP, Co-Head of Equity, Senior Portfolio Manager
Maira F. Thompson
SVP, Co-Head of Equity, Senior Portfolio Manager
Mason Wev, CFA®, CMT®, CAIA®
Senior Portfolio Manager
Kevin Bellis, CFA®
Portfolio Manager
William Lien
Portfolio Analyst
John E. Clark, IV, CFP®, ChFC®
Portfolio Manager
Josh Fiebach
Investment Operations Analyst
Scott Swickard, CFA®
Associate Portfolio Manager, Small Cap Equity
Jim Way
VP, Head of Internal Sales
Rob Holmes
Internal Sales Manager
Renee Putman
RFP Specialist/Product Analyst
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Kina Simeone Clark
Senior Vice President
Brian Wadley
Vice President, Trade Operations
Michael Cole, CFP®, CFS®
Senior Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Marek Hlinka, CFA®
Senior Equity Analyst
Anthony Graves
Investment Consultant
Greg Morel
Investment Consultant
Brett McAvoy
Investment Consultant
Rick Parker
Investment Consultant
Ryan Steele, CFA®
Investment Consultant
Jordan Rapoport
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Connor Thompson
Platform Investment Consultant
Kevin Burns
Relationship Manager
John Archbold, CFA®
Client Portfolio Manager
Thomas Duffy, CFA®
Client Portfolio Manager
Mark Manos, CFS®
Platform Investment Consultant
Tyler Marlatt, CIMA®
Investment Consultant
Brendan May
Client Portfolio Analyst, Team Lead
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
Jeannette Louh
Senior Equity Analyst
John Meyer
Senior Equity Trader
Ron Bittone
Engagement Consultant
Shehryar Amir, CFA®
Equity Analyst
Emily Wynne
Investment Operations Analyst
Michael Catanzariti
Júnior Equity Trader
Gina Vanore
Senior Relationship Manager
Andrew Carrigan
Relationship Manager
Shayne Jones, APMA
Relationship Manager
Zach Pinto, AFIM®
Relationship Manager
Len Oliveri
Engagement Consultant
Joe Monaghan
Relationship Manager
Chris Allen
Engagement Consultant
Frank Barr
Relationship Manager
Chris Everlof
Senior Sales Coordinator
Jackson Connor
Tax Transition Specialist
Brian Conway
Relationship Manager
Jake Whitmoyer
Tax Transition Specialist
Emily Thompson
Tax Transition Specialist
Tyler Heyser
Senior Relationship Manager
Austin Spencer
Relationship Manager
Keegan DeVoy
Platform Consultant
Kristina Vitelli
CPM Coordinator
Krissy Millar
Senior Sales Coordinator
Fran Hatton
Senior Sales Coordinator