Our Team

Stephen J. Amyouny, CFA

Co-Chief Executive Officer

Tchintcia S. Barros, CFA

Portfolio Manager

Sean A. Cameron, CFA

Portfolio Manager and Director of Fixed Income Investing

Yun Cao, CFA

Senior Investment Analyst

Ivy Chen, CFA, CAIA

Quantitative Analyst

Domenic Colasacco, CFA

Board Chair and Portfolio Manager

Damian Despotovski

Investment Analyst

Russell T. Gentry, CFA

Portfolio Manager and Manager of Quantitative Research

Kimberly D. Gluck, CFA

Managing Director and Portfolio Manager

Kabir Goyal, CFA

Portfolio Manager

Anu Gupta, CFA

Senior Investment Analyst

Brad Hunnewell, CFA

Portfolio Manager

Amy Crandall Kaser, CFP®

Chief Investment Officer, Wealth Strategies

Leanne Moore

Portfolio Manager

David A. Murray

Manager of Equity Trading

Jason T. O’Connell, CFA, CAIA, CFP®

Managing Director and Director of Wealth & Investment Management

Donald Pound

Securities Trader

Caroline Randall, CFA

Associate Portfolio Manager

Nathaniel J. Riley, CFA

Senior Strategist

David A. Sandell, CFA

Portfolio Manager

Lucia Santini, CFA

Managing Director and Portfolio Manager

Kenneth P. Scott, CFA

Co-Chief Executive Officer

Jennifer N. Shea, JD, CFP®

Wealth Strategist

Richard Q. Williams, CFA

Managing Director and Director of Equity Investing

Mark Zagata, CFA

Portfolio Manager and Director of Equity Research

Aaron John Ziulkowski, CFA

Portfolio Manager and Manager, ESG Integration