Management Team

Daniel L. Lippincott, CFA
Daniel L. Lippincott, CFAPresident, Chief Investment Officer
Dana R. Consler
Dana R. ConslerExecutive Vice President
Kathleen F. Crane
Kathleen F. CraneChief Financial Officer
Thomas M. Duffy
Thomas M. DuffySenior Vice President, Director of Operations
Marijoyce Ryan
Marijoyce RyanSenior Vice President

Client Services & Marketing

David P. Angeline
David P. AngelineVice President
David D'Ambrosio
David D'AmbrosioSenior Vice President, CFP®
Christi Cott
Christi CottAssistant Account Executive
Patti DeCarolis
Patti DeCarolisAssistant Account Executive
Michael Donnelly CFP®, Vice President, MBA,
Michael Donnelly CFP®, Vice President, MBA,
Victoria A. Hemiup, CRPS®
Victoria A. Hemiup, CRPS®Vice President
Scott Hansen
Scott HansenVice President
Tony Mirrione, CFP®
Tony Mirrione, CFP®Performance Analyst
Christine Porter
Christine PorterAssistant Account Executive
Kevin Rankin
Kevin RankinAssistant Vice President
Joseph Troy
Joseph TroyHead of New Business Development

Investment Analysts

Brett Gardner
Brett GardnerSenior Corporate Governance Analyst
Joseph G. Mowrer
Joseph G. MowrerSenior Tax-Sensitive Fixed Income Analyst
Bozena Pomponio
Bozena PomponioAnalyst/Portfolio Manager
James M. Quackenbush, CFA®
James M. Quackenbush, CFA®Co-Equity Portfolio Manager, Domestic Focus
Christopher Raby, CFA®
Christopher Raby, CFA®Senior Taxable Fixed Income Portfolio Manager
Taylor Reynolds
Taylor ReynoldsEquity Analyst
Byron S. Sass, CFA®
Byron S. Sass, CFA®Fixed Income Analyst
Charles T. Trible, CFA®
Charles T. Trible, CFA®Co-Equity Portfolio Manager, International Focus
Nathan Roethel
Nathan RoethelAnalyst

Compliance

Jodi Hedberg
Jodi HedbergChief Compliance Officer
Caitlin Higgins
Caitlin HigginsCompliance Assistant

Client Support

Sheri Agnello
Sheri AgnelloSenior Client Support Assistant
Karen Bradbury
Karen BradburyAdministrative Assistant
Val Hawks
Val HawksAdministrative Assistant
Jason Kannon
Jason KannonClient Support Assistant
Kathy May
Kathy MayAdministrative Assistant
Dana Warden
Dana WardenClient Support Assistant
Sara Crane
Sara CraneClient Support Assistant

Information Technology

Chris Wirth
Chris WirthSystems Administrator