With decades of experience, collectively and individually, our professionals develop long-term client relationships focused on the underlying purpose unique to each organization. We take a team approach to ensure that a senior member of the firm works with every client throughout our relationship. Investment and Research Professionals
John C. Callen, CFA David G. Carroll, CFA Senior Client Advisor Senior Vice President
Stephanie A. Chedid, AIF Michael J. Cleary President Chairman and CEO
Joseph F. Hickey, CFA John G. Krueger, CFA Director of Equity Strategy Senior Vice President
Jeffrey J. Nelson, CFA Maureen Busby Oster, CFA Director of Research Chief Investment Officer
John R. Peterson Wendy W. Stojadinovic, CFA Managing Director Director of Fixed Income Strategy
Steven J. Backus Charles J. Batchelor, CFA Client Advisor Senior Research Analyst
Patrick H. Ringsred Paul A. Zandt, CFA Research Analyst Client Advisor