Private Wealth Management Team

David R. Kotok
Chairman & Chief Investment Officer
Chairman & Chief Investment Officer

John R. Mousseau, CFA
President, Chief Executive Officer, & Director of Fixed Income
President, Chief Executive Officer, & Director of Fixed Income

Matthew C. McAleer
Executive Vice President & Director of Equity Strategies
Executive Vice President & Director of Equity Strategies

Todd Engelhardt
Regional Director of Investments
Regional Director of Investments

Michael McNiven, Ph.D.
Senior Vice President & Regional Director of Investments
Senior Vice President & Regional Director of Investments

Michael Blackmon, CFA
Regional Director of Investments
Regional Director of Investments

Charles Metzler
Wealth Management Associate
Wealth Management Associate