Andrew Manton
Chief Equity Strategist
Senior Portfolio Manager
Nathan Willis
Director of Portfolio Strategy
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
Streeter Wiatt
Portfolio Operations Specialist
Conner Hodges
Advisor Service Associate
Jonathan Bennett
Senior Accountant
Kelly Mooney
Client Service Associate
Savannah Stewart
Marketing Associate
Anne-Thomas Proctor
Marketing Associate
