Meet the Team

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

Kathleen F. Crane Chief Financial Officer

Thomas M. Duffy Senior Vice President, Director of Operations

Marijoyce Ryan Senior Vice President - Client Servicing

David P. Angeline, AIF® Vice President

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

Rick Cott Managing Director – Southeast

Christi Cott-Gaiger Executive Assistant

Michael Donnelly, CFP® Vice President

Michael Floccare Vice President

Corey Gallahan, CFP® Assistant Vice President

Kim Horeth Executive Assistant

Bruce Johnson Executive Assistant

Tony Mirrione, CFP® Performance Analyst

Jennifer Price Executive Assistant

Christine Porter Assistant Vice President

Brett Gardner Senior Vice President

William Gelletly Tax-Sensitive Fixed Income Analyst

Joseph G. Mowrer Senior Tax-Sensitive Fixed Income Analyst

Bozena Pomponio Manager of Business Development Operations

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

Christopher Raby, CFA® Taxable Fixed Income Portfolio Manager

Taylor Reynolds Domestic Equity Analyst

Nathan Roethel International Equity Analyst

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

Charles T. Trible, CFA® International Equity Portfolio Manager

Jodi Hedberg Chief Compliance Officer

Caitlin Salvaggio Compliance Assistant

Karen Bradbury Administrative Assistant

Teresa Ferris Administrative Assistant

Val Hawks Administrative Assistant

Jason Kannon Client Support Assistant

Kathy May Foundation Services Coordinator & Assistant to the President

Dana Warden Senior Operations Specialist

Sara Crane Client Support Assistant

Zachary Riese Operations Assistant

Becca Schneiderman Staff Accountant