Our People Experience That Drives Results
Senior Leadership
Alexander Morris
Co-Founder, CEO
David Littleton
Co-Founder, President
Kimberly LaVigne
MD, Head of Distribution
Kirk Johnson
Chief Operating Officer & General Counsel
Tim Dolan
Chief Financial Officer
Alison Miller
Chief Compliance Officer & Deputy General Counsel
Christopher McLean
Chief Marketing Officer
Mark Spindel
Senior Advisor
Investment Professionals
Alexander Morris
Co-Founder, CEO
Mark Spindel
Senior Advisor
Barry Julien, CFA
MD, Chief Investment Officer – Fixed Income
Peter Baden, CFA
MD, Director of Fixed Income Strategy
Marcin Zdunek
MD, Head of Capital Markets & Portfolio Manager
Richard D. Scargill
Director of Fixed Income Strategies, Senior Portfolio Manager
Jud Hennessy
SVP, Director of Portfolio Strategy, Senior Portfolio Manager
Keith Weldon, CFA
Senior Portfolio Manager
Thomas Engle
Senior Portfolio Manager
Joel Vrabel, CFA
Co-Chief Investment Officer - Red Granite Growth Equities
David Drzadinski, CFA, CPA
Co-Chief Investment Officer - Red Granite Growth Equities
Richard A. Burling, CFA
Senior Portfolio Manager
John Han, CFA, CPA
VP, Portfolio Manager
Kevin Conrath, FRM
VP, Portfolio Manager
Pam Brown
SVP, Portfolio Manager & Senior Trader
Zachary Newcomer, CFA
Portfolio Manager & Senior Equity Analyst
Christina Mika
VP, Assistant Portfolio Manager
Jeffrey Rogers
Research Analyst
Cristy Young, ChFC
VP, Senior Trader
Sales & Distribution Team
Kimberly LaVigne
MD, Head of Distribution
Jack O'Callahan
Senior Managing Director
Matt Boyce
MD, Central Territory
Brian Parese
Managing Director - Eastern Division
Rob Wolanski
MD, Head of Institutional Sales
Zachary Ian Shaw
MD, Regional Sales
Will Barmen
Director, Regional Sales
Rick Bell
VP, Director of Portfolio Consulting
Courtney Sheehy
SVP, National Accounts & Marketing
Liz Bucalo
SVP, National Accounts
Carl Berg
SVP, Director Sales Operations and Analytics
Kellen Creedon, AIF®
Director, Regional Sales
Michael Botte, CFP®
SVP, Client Portfolio Manager
Fiona McNamara
Senior Investment Consultant
Griffin Long
Senior Portfolio Consultant
Jake Generazo
Investment Consultant
Tom Barmen
Investment Consultant
Charles Wiegand
Investment Consultant
ZCM Advisory Group
Craig Vanucci, CFA
Senior Managing Director
Kevin Carlson
Managing Director
Matt O'Neil
Managing Director
Kevin Hansen
Assistant Vice President, Marketing & Client Service,