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Lynnfield, MA (HQ)
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R. Thomas Manning, Jr., CFA
Principal, Chief Executive Officer and President
Michael Timmermans
Principal, General Counsel
Molly OโConnor
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
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