Management Team

Dana R. Consler
Dana R. ConslerExecutive Vice President
Kathleen F. Crane
Kathleen F. CraneChief Financial Officer
Daniel L. Lippincott, CFA
Daniel L. Lippincott, CFAChief Investment Officer
Thomas M. Duffy
Thomas M. DuffySenior Vice President, Director of Operations
David D'Ambrosio
David D'AmbrosioSenior Vice President, CFP®
Sharon L. Thornton
Sharon L. ThorntonExecutive Vice President
Marijoyce Ryan
Marijoyce RyanSenior Vice President of Fiduciary Services

Client Services & Marketing

David P. Angeline
David P. AngelineVice President
Christi Cott
Christi CottAssistant Account Executive
Patti DeCarolis
Patti DeCarolisAssistant Account Executive
Michael Donnelly
Michael DonnellyVice President, MBA, CFP®
Victoria A. Hemiup, CRPS®
Victoria A. Hemiup, CRPS®Vice President
Tony Mirrione, CFP®
Tony Mirrione, CFP®Performance Analyst
Christine Porter
Christine PorterAssistant Account Executive
Scott Hansen
Scott HansenVice President of Relationship Management

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, CFACo-Equity Portfolio Manager, Domestic Focus
Christopher Raby, CFA
Christopher Raby, CFASenior Taxable Fixed Income Portfolio Manager
Taylor Reynolds
Taylor ReynoldsEquity Analyst
Byron S. Sass, CFA
Byron S. Sass, CFAFixed Income Analyst
Charles T. Trible, CFA
Charles T. Trible, CFACo-Equity Portfolio Manager, International Focus
Nathan Roethel
Nathan RoethelAnalyst

Client Support & Compliance

Sheri Agnello
Sheri AgnelloSenior Client Support Assistant
Karen Bradbury
Karen BradburyAdministrative Assistant
Val Hawks
Val HawksAdministrative Assistant
Jodi Hedberg
Jodi HedbergChief Compliance Officer
Jason Kannon
Jason KannonClient Support Assistant
Kathy May
Kathy MayAdministrative Assistant
Tammy Riedl
Tammy RiedlClient Support Assistant
Dana Warden
Dana WardenClient Support Assistant
Sara Crane
Sara CraneClient Support Assistant

Information Technology

Chris Wirth
Chris WirthSystems Administrator