Meet the Team

Management Team

Daniel L. Lippincott, CFA®
Bio

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

Kathleen F. Crane
Bio

Kathleen F. Crane Chief Financial Officer

Thomas M. Duffy
Bio

Thomas M. Duffy Senior Vice President, Director of Operations

Marijoyce Ryan
Bio

Marijoyce Ryan Senior Vice President - Client Servicing

Client Services & Marketing

David P. Angeline, AIF®
Bio

David P. Angeline, AIF® Vice President

David A. D’Ambrosio, CFP®
Bio

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

Christi Cott-Gaiger
Bio

Christi Cott-Gaiger Executive Assistant

Patti DeCarolis
Bio

Patti DeCarolis Executive Assistant

Michael Donnelly, CFP®
Bio

Michael Donnelly, CFP® Vice President

Amie Fabrizio
Bio

Amie Fabrizio Executive Assistant

Michael Floccare
Bio

Michael Floccare Vice President

Scott Hansen
Bio

Scott Hansen Vice President

Kim Horeth
Bio

Kim Horeth Executive Assistant

Tony Mirrione, CFP®
Bio

Tony Mirrione, CFP® Performance Analyst

Christine Porter
Bio

Christine Porter Assistant Vice President

Joseph Troy, CAIA®
Bio

Joseph Troy, CAIA® Head of Business Development

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 Account Manager/Proxy Administrator

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® Taxable Fixed Income Analyst

Charles T. Trible, CFA®

Charles T. Trible, CFA® International Equity Portfolio Manager

Compliance

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

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

Antonio Reyes

Antonio Reyes Operations Assistant

Accounting & Human Resources

Karin Anello

Karin Anello Accounting / HR Assistant

Information Technology

Chris Wirth

Chris Wirth Systems Administrator