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Business Development
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Team
Business Development Team
Ryan Steele, CFA®
Investment Consultant
Ryan Schnittker, CFP®
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Frank Little
Platform Investment Consultant
Greg Morel
Investment Consultant
Thomas Duffy, CFA®
Client Portfolio Manager
Robert A. Schlegel
SVP, Divisional Sales Manager
Anthony Graves
Investment Consultant
Connor Thompson
Platform Investment Consultant
Renee Putman
RFP Specialist/Product Analyst
Christopher Cullen, CIMA®
EVP, Chief Distribution Officer
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Brendan May
Client Portfolio Analyst, Team Lead
Jim Way
VP, Head of Internal Sales
Joseph Bell
Senior Vice President, Key Accounts
Rob Holmes
Internal Sales Manager
Patty Quinn McAuley, CFP®
SVP, Head of Marketing
