Our Team

Shaun Burgess
PM Strategist
PM Strategist

Daniel Himelberger
Portfolio Manager & Trader
Portfolio Manager & Trader

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

John R. Mousseau, CFA
Vice Chairman & Chief Investment Officer
Vice Chairman & Chief Investment Officer

Timothy Lyle
Chief Compliance Officer
Chief Compliance Officer

Matthew C. McAleer
President & Managing Director of Private Wealth
President & Managing Director of Private Wealth

Connie Lopez
Vice President, Business Services
Vice President, Business Services

Mark J. Myers
Chief Executive Officer & Chief Operations Officer
Chief Executive Officer & Chief Operations Officer

Erica Derricks
Administrative Assistant
Administrative Assistant

Patricia Healy, CFA
Senior Vice President of Research
Senior Vice President of Research

Charles Metzler
Equity Analyst
Equity Analyst

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

Michael McNiven, Ph.D.
Director, Strategic Relationships
Director, Strategic Relationships

David W. Berson, Ph.D.
Chief Economist
Chief Economist

Amy Raymond
VP Trading
VP Trading

David E. Sparks
Chairman
Chairman

Todd Engelhardt
Senior Investment Advisor Representative
Senior Investment Advisor Representative

Benjamin C. Pease
EVP, Managing Director of Asset Management & Chief Innovation Officer
EVP, Managing Director of Asset Management & Chief Innovation Officer

Pamela Scott
VP Strategic Relationships
VP Strategic Relationships

Andrew Crawford
Director, Strategic Relationships
Director, Strategic Relationships

Michael Blackmon, CFA
Senior Investment Advisor
Senior Investment Advisor

David R. Kotok
Co-Founder & Strategic Advisor
Co-Founder & Strategic Advisor