Leadership 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

Mark Myers
Chief Operating Officer
Chief Operating Officer

Daisy Lopez
Executive Vice President of Operations
Executive Vice President of Operations

Phyllis Streit
Managing Director & Chief Financial Officer
Managing Director & Chief Financial Officer