Entire CCMG Team

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