Meet the Team

Management Team

Daniel L. Lippincott, CFA®

Daniel L. Lippincott, CFA® President, Chief Investment Officer

Kathleen F. Crane

Kathleen F. Crane Chief Financial Officer

Thomas M. Duffy

Thomas M. Duffy Senior Vice President, Director of Operations

Marijoyce Ryan

Marijoyce Ryan Senior Vice President - Client Servicing

Client Services & Marketing

David P. Angeline, AIF®

David P. Angeline, AIF® Vice President

David A. D’Ambrosio, CFP®

David A. D’Ambrosio, CFP® Senior Vice President

Rick Cott

Rick Cott Managing Director – Southeast

Christi Cott-Gaiger

Christi Cott-Gaiger Executive Assistant

Michael Donnelly, CFP®

Michael Donnelly, CFP® Vice President

Michael Floccare

Michael Floccare Vice President

Corey Gallahan, CFP®

Corey Gallahan, CFP® Assistant Vice President

Kim Horeth

Kim Horeth Executive Assistant

Bruce Johnson

Bruce Johnson Executive Assistant

Tony Mirrione, CFP®

Tony Mirrione, CFP® Performance Analyst

Jennifer Price

Jennifer Price Executive Assistant

Christine Porter

Christine Porter Assistant Vice President

Investment Analysts

Brett Gardner

Brett Gardner Senior Vice President

William Gelletly

William Gelletly Tax-Sensitive Fixed Income Analyst

Joseph G. Mowrer

Joseph G. Mowrer Senior Tax-Sensitive Fixed Income Analyst

Bozena Pomponio

Bozena Pomponio Manager of Business Development Operations

James M. Quackenbush, CFA®

James M. Quackenbush, CFA® Director of Investment Personnel/Domestic Equity Portfolio Manager

Christopher Raby, CFA®

Christopher Raby, CFA® Taxable Fixed Income Portfolio Manager

Taylor Reynolds

Taylor Reynolds Domestic Equity Analyst

Nathan Roethel

Nathan Roethel International Equity Analyst

Byron S. Sass, CFA®

Byron S. Sass, CFA® Senior Taxable Fixed Income Analyst

Charles T. Trible, CFA®

Charles T. Trible, CFA® International Equity Portfolio Manager


Jodi Hedberg

Jodi Hedberg Chief Compliance Officer

Caitlin Salvaggio

Caitlin Salvaggio Compliance Assistant

Client Support

Sheri Agnello

Sheri Agnello Operations Manager

Karen Bradbury

Karen Bradbury Administrative Assistant

Teresa Ferris

Teresa Ferris Administrative Assistant

Val Hawks

Val Hawks Administrative Assistant

Jason Kannon

Jason Kannon Client Support Assistant

Kathy May

Kathy May Foundation Services Coordinator & Assistant to the President

Dana Warden

Dana Warden Senior Operations Specialist

Sara Crane

Sara Crane Client Support Assistant

Zachary Riese

Zachary Riese Operations Assistant

Accounting & Human Resources

Becca Schneiderman

Becca Schneiderman Staff Accountant

Information Technology

Chris Wirth

Chris Wirth Systems Administrator