THE PEOPLE
JAMES E. BREECE, CFA
Managing Principal & Portfolio Manager
MICHELE CLEARY
Principal
ROBERT C. EISING
Managing Principal & Portfolio Manager
EDWARD M. GILES
Principal & Portfolio Manager
WALTER K. GILES
Principal & Portfolio Manager
WILLIAM H. HERRMAN II
Principal
JENNIFER B. LYNN
Principal
IAN B. MACCALLUM, JR.
Principal & Portfolio Manager
MARGE MACLENNAN
Principal
DAVID J. MAZZULLO
Principal & Portfolio Manager
ROBERT P. MORGENTHAU
Principal & Portfolio Manager
PAUL F. PFEIFFER
Principal & Portfolio Manager
JOHN V. RAGGIO, CFA
Principal & Portfolio Manager
ROBERT M. RAICH, CPA
Managing Principal & Portfolio Manager
ROBERT F. SHAPIRO
Principal & Portfolio Manager
WILLIAM G. SPEARS, CFA
Principal & Portfolio Manager
RONALD C. THOW
Principal
PAUL A. WARTMAN
Principal & Director of Research
MANNY WEINTRAUB, CFA
Principal & Portfolio Manager
JOSEPH B. WERNER
Chairman of the Board of Managers & Portfolio Manager
DANIEL J. WETCHLER, CFA
Principal
ALINA MISKA CARLSON, CFP®
Director of Planning and Insights
MATTHEW FISHER
Chief Operating Officer & Chief Financial Officer
BRIAN GHOLSTON
Trader
GLENN GOLDBERG
Operations Manager
JOSEPH J. GUTIERREZ
Trader
AMANDA JOHNS
Relationship Manager
LISA KENNEDY
Executive Assistant
VENUS LAIRD
Receptionist
LORI LEE
Chief Technology Officer
DIANA MASSEY
Portfolio Administrator
LLOYD MOSKOWITZ
Chief Compliance Officer
NICHOLAS PETITO
Portfolio Analyst
ANGELA RIOS
Portfolio Administrator
JANICE RIVERA
Portfolio Administrator
CHANA SALOMON
Treasurer
MAX SPECTOR
Digital Workplace & AI Integration Lead
ISABELLE WILDER TURGEON
Portfolio Administrator
PAUL VELLA
Trader & Portfolio Analyst
JEANNIE WOO
Portfolio Administrator