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Team
Business Development Team
Brendan Clark, CFA®
Chief Executive Officer
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Joseph Bell
Senior Vice President, Key Accounts
Robert A. Schlegel
VP, Divisional Sales Manager
Patty Quinn McAuley, CFP®
VP, Director of Marketing
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Zack Dukich
Divisional Sales Manager
Jim Way
VP, Internal Sales Manager
Jim Shields, CIMA®
Vice President, Key Accounts
Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
Carter Hatch
Senior Investment Consultant
Brian Fitzgerald
Senior Investment Consultant
Ron Bittone
Investment Consultant
Jordan Rapoport
Investment Consultant
Michael Cole, CFP®, CFS®
Investment Consultant
Rick Parker
Investment Consultant
Brett McAvoy
Investment Consultant
Anthony Graves
Investment Consultant
Tyler Marlatt, CIMA®
Investment Consultant
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