Andrew Manton
Chief Equity Strategist
Senior Portfolio Manager
Nathan Willis
Director of Portfolio Strategy
Senior Portfolio Manager
Peter Klingelhofer
Director of Research
Senior Portfolio Manager
John Siverling
Director of Private Markets & Impact Advocacy
Tom Mueth
Director of Advisor Engagement
Samantha Vance
Director of Marketing
Lea Anna Hartman
National Sales
Anderson Ivey
Investment Associate
Brice Bishop
Financial Strategy & Analysis Manager
Streeter Wiatt
Research Analyst - Global Equities
Anne-Thomas Proctor
Marketing Associate
Susan Culpepper
Graphic Designer