Andrew Manton
Chief Equity Strategist
Senior Portfolio Manager
Nathan Willis
Director of Portfolio Strategy
John Siverling
Director of Private Markets & Impact Advocacy
Tom Mueth
Senior Portfolio Strategist
Will Sorrell
Investment Solutions Manager
Rob Riley
Investment Analyst
Conner Hodges
Advisor Service Associate
Jonathan Bennett
Senior Accountant
Benjamin Viola
Staff Accountant
Kelly Mooney
Client Service Associate
Savannah Stewart
Marketing Associate
Anne-Thomas Proctor
Marketing Associate
Julianne Sparkman
Executive Assistant
