Consistent, objective advice that
brings value to your organization
Investment Advisory
Circumstances may change, but your mission seldom wavers. We provide institutional consulting and investment management services to help advance your organization’s purpose today without losing sight of the future.
Investment Management
Our investment capabilities include a broad and deep array of internally managed equity and fixed income separate account strategies designed to meet the specific goals and objectives of your organization.
Meet Our Investment Management Team
R. Thomas Manning, Jr., CFA
Principal, Chief Executive Officer and President
Ellen Hazen, CFA
Principal, Chief Market Strategist
Ryan McQuilkin, CFA, CFP®
Principal, Managing Director of Fixed Income, Portfolio Manager
Steven Violin, CFA
Principal, Managing Director of Investment Management, Portfolio Manager
Andrew Wetzel, CFA
Principal, Managing Director of Sustainable Investing, Portfolio Manager
Robertson P. Breed, CFA
Principal, Managing Director of Investment Advisory Services, Portfolio Manager
Gerald T. Cole, CFA
Principal, Regional Managing Director of Investments
Keith Elflein
Principal, Managing Director of Quantitative Strategies, Portfolio Manager
William (Wenjun) Yang, CFA®, MBA
Principal, Portfolio Manager
Evan Guillemette, CFA
Research AssociateMeet Our Investment Advisory Team
Robertson P. Breed, CFA
Principal, Managing Director of Investment Advisory Services, Portfolio Manager
Jim Balfour, CFA, CFP®
Principal, Investment Advisor
Yvan Bodart, CFA
Principal, Investment Advisor
Sean P. Cragan, CFP®
Principal. Investment Advisor
Ann Marie Foran, CFA
Principal, Investment Advisor
Todd Mills, CFP®
Principal, Investment Advisor
William O’Brien
Principal Investment Advisor
Benjamin O’Connor
Principal, Investment Advisor
Marianne Pursley, CFP®
Principal, Investment Advisor
Kimberly Ratcliffe CFA
Principal, Investment Advisor
Hal Rubin
Investment Advisor
James Waggett, CFA, CFP®, CAIA
Principal, Investment Advisor