Andrew Manton
Chief Equity Strategist
Senior Portfolio Manager
Nathan Willis
Director of Portfolio Strategy
Peter Klingelhofer
Director of Research
Senior Portfolio Manager
John Siverling
Director of Private Markets & Impact Advocacy
Tom Mueth
Director of Advisor Engagement
Will Sorrell
Director of Values-Based Investing
Samantha Vance
Director of Marketing
Lea Anna Hartman
National Sales
Rob Riley
Investment Analyst
Brice Bishop
Financial Strategy & Analysis Manager
Streeter Wiatt
Portfolio Operations Specialist
Kelly Mooney
Client Service Associate
Savannah Stewart
Senior Marketing Associate
Anne-Thomas Proctor
Marketing Associate
Haley Betsill
Executive Assistant