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Investment Team
Harry Clark, CFP®
Executive Chairman
K. Sean Clark, CFA®
Chief Investment Officer
Steven Grant, CFP®
Co-Head of Fixed Income
David J. Rights
Director of Research
Tony Soslow, CFA®
Senior Portfolio Manager
Maira F. Thompson
Senior Portfolio Manager
Jamie Mullen
Senior Portfolio Manager
Jon Fiebach
Co-Head of Fixed Income
Robert S. Bennett, Jr.
Portfolio Manager
John E. Clark, IV, CFP®, ChFC
Portfolio Manager
Mason Wev, CFA®, CMT
Portfolio Manager
Eric Kazatsky
Portfolio Manager
Glenn Dorsey, CFA®, CAIA®
Senior Vice President, Client Portfolio Manager
Scott Swickard, CFA®
Senior Equity Analyst
Kevin Bellis, CFA®
Portfolio Analyst
Marek Hlinka, CFA®
Equity Analyst
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