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

Childs, S. TuckerFinancial Planner
Ciarleglio, Joseph P.Research Analyst
Dennehy, Mary-AliceTrader
Foster, Timothy H.Portfolio Manager
Gilbert, John R.Director of Research
Herbert, Charles J.Certified Financial PlannerTM

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
Lee, Pei-juSenior Research Associate – Asia
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, Josh O.Portfolio Manager
Sargent, Thomas D.Chief Investment Officer and Portfolio Manager
Welton, Rosa Y.C.Associate Director of Research
Portfolio Assistants

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

Jolie, Lucy M.Portfolio Assistant
LaRocco, Judy K.Portfolio Assistant

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

Donadio, Nancy W.Senior Operations Officer
Godenzi, Shawna L.Operations Assistant
Joseph, Meaghan L.Operations Assistant

Kirschner, John M. CFO and CCO

Kozyra, Edward M. Finance Assistant
Leslie, Ethan J.B.System Administrator
Phillips, Shelley K. Portfolio Assistant

Willcox, Stephen L.President and CEO
Willis, Pamela A.Operations Assistant
Zak, Wojciech M.Operations Assistant