PEOPLE

PORTFOLIO MANAGERS

ANALYSTS

CLIENT SERVICES

Chief Investment Officer


Gordon Fowler

 

Value

  
Wade Wescott   Adam Conish

Quantitative Portfolios

   
Val de Vassal    Paul Sullivan

Strategic Growth


Peter Zuleba

  Small Cap

   
Bob Mancuso     Chris Colarik

Core Fixed Income

  
   
  Steve Mahoney   Steve Point

Cash Portfolios
Tax-Exempt Fixed Income
  
 
Michael Crow

 

Tax-Exempt Cash
Portfolio


Sally Wirts