Our Team

Principals
Bradley, Robert H.Chairman
Burns, Cameron H.Executive Vice President
Donadio, Nancy W.Senior Operations Officer
Foster, Timothy H.Executive Vice President
Gilbert, John R.Executive Vice President
Herbert, Charles J.Director of Sales & Marketing
Korzendorfer, David P.Executive Vice President
LaRose, Keith G.Executive Vice President
Lazor, Felicia M.Head Equity & Fixed Income Trader
Marsted, Jeffrey G.Executive Vice President
Miller, Gregory M.Executive Vice President

Peelle, Jr., William R.Executive Vice President
Penney, Robert A.Executive Vice President
Sargent, Thomas D.Executive Vice President
Willcox, Stephen L.President and CEO
Investment Professionals
Bradley, Robert H.Portfolio Manager
Burns, Cameron H.Portfolio Manager

Ciarleglio, Joseph P.Research Analyst
Dennehy, Mary-AliceTrader
Foster, Timothy H.Portfolio Manager
Gilbert, John R.Director of Research
Herbert, Charles J.Certified Financial PlannerĀ®
Joseph, Jonathan B.Associate Director of Research
Korzendorfer, David P.Portfolio Manager
LaRose, Keith G.Portfolio Manager
Lazor, Felicia M.Head Equity & Fixed Income Trader
Manternach, Roger H.Portfolio Manager
Marsted, Jeffrey G.Portfolio Manager
Miller, Gregory M.Portfolio Manager
Peelle, Jr., William R.Portfolio Manager
Penney, Robert A. Sales & Marketing
Peteet, JoshPortfolio Manager
Sargent, Thomas D.Chief Investment Officer and Portfolio Manager
Shichman, Phillip A.Research Analyst
Welton, RosaAssociate Director of Research
Portfolio Assistants

Alderucci, Gina C.Portfolio Assistant
Charest, Christina L.Portfolio Assistant
Fiano, Nissa E.Portfolio Assistant

Jolie, Lucy M.Portfolio Assistant
Phillips, Shelley K. Portfolio Assistant
Ramsey, Margaret G.Portfolio Assistant

Vernali, Amy L.Portfolio Assistant
Wilson, Kathleen P.Portfolio Assistant
Operations

Childs, S. TuckerTrading Operations Assistant
Devlin, Olivia P.Operations Assistant
Donadio, Nancy W.Senior Operations Officer

Kirschner, John CFO
Kozyra, Edward M. Finance Assistant
Leslie, Ethan J.B.System Administrator

Willcox, Stephen L.President, CEO & CCO
Willis, Pamela A.Operations Assistant