Our Team
Brenda Venditti
Senior Trade Settlement Specialist
Senior Trade Settlement Specialist
Maribel Echevarria
Senior Reconciliation Specialist
Senior Reconciliation Specialist
Shea Slawson
Senior Equity Analyst
Senior Equity Analyst
Connie Lopez
VP | Business Services
VP | Business Services
Erica Derricks
Administrative Assistant
Administrative Assistant
John R. Mousseau, CFA
Vice Chairman | Chief Investment Officer
Vice Chairman | Chief Investment Officer
Charles Metzler, CFP®
Equity Analyst
Equity Analyst
Matthew C. McAleer
President & Managing Director of Private Wealth
President & Managing Director of Private Wealth
DonnaMarie Jackson
EVP & Managing Director of Operations | Chief Technology Officer
EVP & Managing Director of Operations | Chief Technology Officer
Mark J. Myers
Chief Executive Officer
Chief Executive Officer
David W. Berson, Ph.D., CBE
Chief Economist
Chief Economist
Patricia Healy, CFA
Senior Vice President of Research
Senior Vice President of Research
David E. Sparks
Chairman
Chairman
Phyllis Streit
Chief Financial Officer | Corporate Secretary & Treasurer
Chief Financial Officer | Corporate Secretary & Treasurer
Benjamin C. Pease
EVP & Managing Director of Asset Management | Chief Innovation Officer
EVP & Managing Director of Asset Management | Chief Innovation Officer
Michael McNiven, Ph.D.
Senior Vice President of Strategic Relationships
Senior Vice President of Strategic Relationships
Giselle Casella
Chief Compliance Officer
Chief Compliance Officer
Amy Raymond
VP | Trading
VP | Trading
Ira Baron
Director, Strategic Relationships
Director, Strategic Relationships
Pamela Scott
VP | Strategic Relationships Coordinator
VP | Strategic Relationships Coordinator
Michael Blackmon, CFA
Senior Investment Advisor
Senior Investment Advisor
Shaun Burgess
PM Strategist
PM Strategist
Daniel Himelberger
Portfolio Manager & Trader
Portfolio Manager & Trader
David R. Kotok
Co-Founder & Strategic Advisor
Co-Founder & Strategic Advisor
