Leadership Team

David R. Kotok
David R. Kotok
Co-Founder & Strategic Advisor
MARK MYERS
Mark J. Myers
Chief Executive Officer & Chief Operations Officer
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
Vice Chairman & Chief Investment Officer
MATTHEW C. MCALEER
Matthew C. McAleer
President & Managing Director of Private Wealth
Benjamin Pease
Benjamin C. Pease
EVP, Managing Director of Asset Management & Chief Innovation Officer
Phyllis Streit
Phyllis Streit
Chief Financial Officer & Corporate Secretary
DonnaMarie Jackson
DonnaMarie Jackson
EVP, Managing Director of Operations & Chief Technology Officer
Timothy Lyle
Timothy Lyle
Chief Compliance Officer
David W. Berson, Ph.D.
David W. Berson, Ph.D.
Chief Economist