Private Wealth Management 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

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