Our Team

Principals

Bradley, Robert H.

President and CEO
Burns, Cameron H.

Executive Vice President
Donadio, Nancy W.

Senior Operations Officer
Foster, Timothy H.

Executive Vice President
Herbert, Charles J.

Director of Sales & Marketing
Joseph, Jonathan B.

Director of Research
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
Peelle, Jr., William R.

Executive Vice President
Sargent, Thomas D.

Executive Vice President
Willcox, Stephen L.

Chief Financial Officer and Chief Compliance Officer

Investment Professionals

Bradley, Robert H.

Portfolio Manager
Burd, Andrew R.

Portfolio Management Associate
Burns, Cameron H.

Portfolio Manager
Dowling, Kara L.

Sales & Marketing
Foster, Timothy H.

Portfolio Manager
Fu, Kehui

Trading Assistant
Herbert, Charles J.

Certified Financial Planner™
Joseph, Jonathan B.

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
Sargent, Thomas D.

Chief Investment Officer and Portfolio Manager
Terzian, Matthew B.

Client Relationship Manager

Portfolio Assistants

Charest, Christina L.

Portfolio Assistant
Jolie, Lucy M.

Portfolio Assistant
Konon, Kristan A.

Executive & Portfolio Assistant
Ramsey, Margaret G.

Portfolio Assistant
Vernali, Amy L.

Portfolio Assistant
Wilson, Kathleen P.

Portfolio Assistant

Operations

Adhikari, Anupam

Finance Assistant
Alderucci, Gina C.

Operations Assistant
Chen, Gong

Research & Operations Assistant
Donadio, Nancy W.

Senior Operations Officer
Gliha, Nissa E.

Operations Assistant
Leslie, Ethan J.B.

System Administrator
Willcox, Stephen L.

Chief Financial Officer and Chief Compliance Officer
Willis, Pamela A.

Operations Assistant