Investment Advisors
| David R. Kotok | Chairman & Chief Investment Officer |
800-257-7013 Ext 320
|
| Robert Eisenbeis, Ph.D. | Vice Chairman & Chief Monetary Economist |
800-257-7013 Ext 311
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| John R. Mousseau, CFA | Executive Vice President & Director of Fixed Income |
800-257-7013 Ext 307
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| Bill Witherell, Ph.D. | Chief Global Economist & Portfolio Manager |
800-257-7013 Ext 338
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| Michael McNiven, Ph.D. | Managing Director & Portfolio Manager |
800-257-7013 Ext 316
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| Matthew McAleer | Managing Director & Portfolio Manager |
800-257-7013 Ext 346
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Administrative
| Timothy J. Lyle | Compliance Officer |
800-257-7013 Ext 350
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| Daisy G. Lopez | Executive Vice President of Operations |
800-257-7013 Ext 317
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| Phyllis Streit | Managing Director, Chief Financial Officer |
800-257-7013 Ext 334
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| Donna Sooy | Senior Vice President of Operations |
800-257-7013 Ext 314
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| Maribel Echevarria | Senior Vice President of Trading |
800-257-7013 Ext 310
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| Sharon Prizant | Managing Director & Director of Marketing |
800-257-7013 Ext 335
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Investment Advisors’ Assistant
| Nelida Vidro | Executive Secretary to David R. Kotok |
800-257-7013 Ext 321
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| Julie Takeda | Administrative Assistant |
800-257-7013 Ext 309
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| Samantha Jackson | Administrative Assistant |
800-257-7013 Ext 308
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| Amy Raymond | Portfolio/Trading Assistant |
800-257-7013 Ext 305
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Operations
| Brenda Venditti | Head Trader |
800-257-7013 Ext 306
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| Pam Scott | National Accounts Manage |
800-257-7013 Ext 341
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| Divad S. Valles | Sr. Administrative Assistant to Operations |
800-257-7013 Ext 337
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| Rosalind Bailey | Sr. Administrative Assistant – Operations |
800-257-7013 Ext 326
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| Donna Marie Valles | Equity Analyst & Trading Associate |
800-257-7013 Ext 336
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| Desiree Metcalf | Administrative Assistant – Bookkeeping |
800-257-7013 Ext 301
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| Melissa Rio | Assistant-Operations |
800-257-7013 Ext 342
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| Steven Hall | Director of Information Technology |
800-257-7013 Ext 324
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| Shaun Burgess | Portfolio Manager & Fixed Income Analyst |
800-257-7013 Ext 319
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| Daniel Himelberger | Portfolio Manager & Fixed Income Analyst |
800-257-7013 Ext 343
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| Dawn Saroniero | Assistant-Operations |
800-257-7013 Ext 344
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| Yvonne Dziadkowiec | Assistant-Operations |
800-257-7013 Ext 347
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| Vladislav Nocar | Systems Administrator |
800-257-7013 Ext 329
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