Leadership Team

David E. Sparks
Chairman
Chairman

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

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