Our Team

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28 team members found

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Job Function

R. Thomas Manning, Jr., CFA

Principal, Chief Executive Officer and President

Michael Timmermans

Principal, General Counsel

Molly Oโ€™Connor

Principal, Chief People Officer

Keith Marks

Principal, Chief Compliance Officer

Ryan McQuilkin, CFA, CFPยฎ

Principal, Managing Director of Fixed Income, Portfolio Manager

Elisabeth Salvi

Principal, Managing Director of Portfolio Analysis

Emmett Maguire, III, CFA

Principal, Managing Director, Investment Platform Solutions

Gavin Nieto, CFA

Principal, Investment Analyst, Traditional Strategies

Christian D. McVey

Principal, Director of Business Development

Joni Stone

Principal, Director of Business Development

Jim Balfour, CFA, CFPยฎ

Principal, Investment Advisor

Todd Mills, CFPยฎ

Principal, Investment Advisor