Our Team

David R. Kotok
Co-Founder and Chief Investment Officer

John R. Mousseau, CFA
Chief Executive Officer & Director of Fixed Income

Matthew C. McAleer
President & Director of Private Wealth

Mark Myers
Chief Operating Officer

Daisy Lopez
Executive Vice President of Operations

Phyllis Streit
Managing Director & Chief Financial Officer

Timothy Lyle
Chief Compliance Officer

Benjamin Pease
Managing Director of Fixed Income & Chief Innovation Officer

Patricia Healy, CFA
Senior Vice President of Research & Portfolio Manager

Robert Eisenbeis, Ph.D.
Vice Chairman & Chief Monetary Economist

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

William H. Witherell, Ph.D.
Chief Global Economist

Todd Engelhardt
Regional Director of Investments

Michael McNiven, Ph.D.
Senior Vice President & Regional Director of Investments

Michael Blackmon, CFA
Regional Director of Investments

Andrew Crawford
Regional Director of Investments

Pamela Scott
National Accounts Manager

Amy Raymond
Fixed Income Department Manager

Daniel Himelberger
Portfolio Manager & Fixed Income Analyst

Shaun Burgess
Portfolio Manager & Fixed Income Analyst

Charles Metzler
Wealth Management Associate

Brenda Venditti
Fixed-Income Service Manager

Erica Derricks
Executive Secretary to John Mousseau

Norman Dempsey
IT Solutions Engineer & Digital Innovation Architect

Maribel Echevarria
Senior Vice President of Trading

Shea Slawson
Equity Trader & ETF Analyst

DonnaMarie Jackson
Vice President Information Systems

Connie Lopez
Vice President of Operations Dept