Leadership Team
David E. Sparks
Chairman
Chairman
David R. Kotok
Co-Founder & Strategic Advisor
Co-Founder & Strategic Advisor
Mark J. Myers
Chief Executive Officer
Chief Executive Officer
John R. Mousseau, CFA
Vice Chairman | Chief Investment Officer
Vice Chairman | Chief Investment Officer
Matthew C. McAleer
President & Managing Director of Private Wealth
President & Managing Director of Private Wealth
Benjamin C. Pease
EVP & Managing Director of Asset Management | Chief Innovation Officer
EVP & Managing Director of Asset Management | Chief Innovation Officer
Phyllis Streit
Chief Financial Officer | Corporate Secretary & Treasurer
Chief Financial Officer | Corporate Secretary & Treasurer
DonnaMarie Jackson
EVP & Managing Director of Operations | Chief Technology Officer
EVP & Managing Director of Operations | Chief Technology Officer
Giselle Casella
Chief Compliance Officer
Chief Compliance Officer
David W. Berson, Ph.D., CBE
Chief Economist
Chief Economist
