Our people
Disciplined, experienced, and uniquely talented professionals working together to deliver for our clients.
49
Associates
17
Investment professionals
22
Average years PM industry experience
43%
Women
16%
Ethnically diverse
25%
Employee ownership
As of December 31, 2023. Ethnically diverse figures include African American or Black, Alaskan Native or Native American, Asian, Hispanic or Latino/a/x, Native Hawaiian or Pacific Islander, or those that identify as two or more races. Information excludes those who decline to identify.
Meet the team
R. Andrew Beck
Chief Executive Officer & Senior Portfolio Manager
Portfolio Management
Alex Brown
Chief Investment Officer
Research
Tom Griffin
Director of Investment Data Management
Investment Data Management
Rob Wainwright
Chief Business Development Officer
Business Development
Traci DeHaven
Director of Client Services
Client Services
Trenton Dethy
Research Coordinator
Research Support
Tom Mueller, CFA, CPA
Chief Operating Officer & Chief Compliance Officer
Compliance & Legal
Meagan Snyder, JD
Deputy Chief Compliance Officer
Compliance & Legal
Chris Fiorito
Director of Global Equity Trading
Trading
Sarah Riddle
Manager, Portfolio Accounting
Portfolio Accounting
Shawn Schmidt
Manager, Finance
Finance
Jacob Meyers
Specialist, Information Technology
Information Technology
Elizabeth Brenner, PhD, SPHR
Chief Organizational Development Officer
Organizational Development
Erin Spencer
Executive Assistant
Human Resources & Administration
Jimmy Shircliff, CFA
Executive Advisor
Executive Advisory
Henry Sanders, CFA
Executive Advisor
Executive Advisory
Thom Forsha, CFA
Senior Portfolio Manager
Portfolio Management
Jeff Hoskins, CFA
Director of Research
Research
Ben Brady
Director, Business Development
Business Development
Terri Gloeckler, CIPM
Manager, Client Services
Client Services
Tina Ray
Senior Equity Trader
Trading
Lukas McKinley
Specialist, Portfolio Accounting
Portfolio Accounting
Adrienne Holtzworth
Specialist, Finance
Finance
Liz Dutschke
Senior Specialist, Human Resources & Manager, Administration
Human Resources & Administration
Morgan Reilly
Coordinator, Administration
Human Resources & Administration
Justin Akin
Senior Portfolio Manager
Portfolio Management
Jimmy Kapfhammer, CFA
Senior Equity Research Analyst
Research
Kirthi Rao
Senior Specialist, Investment Data Management
Investment Data Management
Megan Stinson
Senior Specialist, Client Services
Client Services
Beth Haas
Senior Specialist, Compliance
Compliance & Legal
Jena Brummett
Senior Equity Trader
Trading
Greg Deuser, CFA
Chief Investment Risk & Analytics Officer
Executive Advisory
Matt Moran, CFA
Portfolio Manager
Portfolio Management
Allen Harris, CFA
Senior Equity Research Analyst
Research
Glory Adebayo, PhD
Coordinator, Investment Data Management
Investment Data Management
Chase Bentley
Coordinator, Client Services
Client Services
Daniel Johnson, CFA, CPA
Portfolio Manager
Portfolio Management
Anthony Jahollari, CFA
Equity Research Analyst
Research
Eva Cassidy
Coordinator, Client Services
Client Services
Andrew McIntosh, CFA
Portfolio Manager
Portfolio Management
Swati Ananda
Equity Research Analyst
Research
Ella White
Coordinator, Client Services
Client Services
Ashley Abney, CPA
Associate Portfolio Manager, Derived Strategies
Portfolio Management
Brett Leary
Equity Research Analyst
Research
Joy Lett
Coordinator, Client Services
Client Services
Todd Mayberry, CFA
Associate Portfolio Manager
Portfolio Management
Kevin Mingus, CFA
Associate Equity Research Analyst
Research