Institutional Team
David R. Kotok
Co-Founder and Chief Investment Officer
Co-Founder and Chief Investment Officer
John R. Mousseau, CFA
Chief Executive Officer & Director of Fixed Income
Chief Executive Officer & Director of Fixed Income
Matthew C. McAleer
President & Director of Private Wealth
President & Director of Private Wealth
David W. Berson, Ph.D.
Chief US Economist
Chief US Economist
Todd Engelhardt
Regional Director of Investments
Regional Director of Investments