Investment Team

Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Harry Clark, CFP®
Executive Chairman
K. Sean Clark, CFA®
EVP, Chief Investment Officer
Maira F. Thompson
SVP, Co-Head of Equity, Senior Portfolio Manager
David J. Rights
SVP, Director of Research
Jon Fiebach
SVP, Head of Cross Asset Management, Head of Fixed Income
Tony Soslow, CFA®
SVP, Co-Head of Equity, Senior Portfolio Manager
Oliver Chambers
Senior Portfolio Manager — Fixed Income
Neal DeBonte, CFA®
Senior Portfolio Manager — Fixed Income
Robert S. Bennett, Jr.
Senior Portfolio Manager
Alexander Meyer, CFA®
Senior Portfolio Manager
Mason Wev, CFA®, CMT®, CAIA®
Senior Portfolio Manager
Kevin Bellis, CFA®
Portfolio Manager
Devin Dougherty
Director of Product Management & Development
Scott Swickard, CFA®
Associate Portfolio Manager, Navigator® Small Cap Equity
Marek Hlinka, CFA®
Associate Portfolio Manager
Jeannette Louh
Senior Equity Analyst
Shehryar Amir, CFA®
Equity Analyst
William Lien
Senior Portfolio Analyst
Josh Fiebach
Portfolio Analyst and Fixed Income Trader
Emily Wynne
Portfolio Analyst and Fixed Income Trader
Robert W. Keller, CFA®, CAIA®
Associate Portfolio Manager
JT Bell
Portfolio Analyst and Fixed Income Trader
John Meyer
Senior Equity Trader
Michael Catanzariti
Equity Trader