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 Operations Officer
Chief Executive Officer & Chief Operations 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
Chief Financial Officer & Corporate Secretary
DonnaMarie Jackson
EVP, Managing Director of Operations & Chief Technology Officer
EVP, Managing Director of Operations & Chief Technology Officer
Timothy Lyle
Chief Compliance Officer
Chief Compliance Officer
David W. Berson, Ph.D.
Chief Economist
Chief Economist