Our Team

David R. Kotok
Chairman & Chief Investment Officer
Chairman & Chief Investment Officer

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

Matthew C. McAleer
Executive Vice President & Director of Equity Strategies
Executive Vice President & Director of Equity Strategies

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

Timothy Lyle
Chief Compliance Officer
Chief Compliance Officer

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

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

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

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

Todd Engelhardt
Regional Director of Investments
Regional Director of Investments

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

Michael Blackmon, CFA
Regional Director of Investments
Regional Director of Investments

Andrew Crawford
Regional Director of Investments
Regional Director of Investments

Pamela Scott
National Accounts Manager
National Accounts Manager

Amy Raymond
Fixed Income Department Manager
Fixed Income Department Manager

Daniel Himelberger
Portfolio Manager & Fixed Income Analyst
Portfolio Manager & Fixed Income Analyst

Shaun Burgess
Portfolio Manager & Fixed Income Analyst
Portfolio Manager & Fixed Income Analyst

Charles Metzler
Wealth Management Associate
Wealth Management Associate

Brenda Venditti
Fixed-Income Service Manager
Fixed-Income Service Manager

Erica Derricks
Executive Secretary to John Mousseau
Executive Secretary to John Mousseau

Norman Dempsey
IT Solutions Engineer & Digital Innovation Architect
IT Solutions Engineer & Digital Innovation Architect

Maribel Echevarria
Senior Vice President of Trading
Senior Vice President of Trading

Shea Slawson
Equity Trader & ETF Analyst
Equity Trader & ETF Analyst

DonnaMarie Jackson
Vice President Information Systems
Vice President Information Systems

Connie Lopez
Vice President of Operations Dept
Vice President of Operations Dept

Donna Sooy
Senior Vice President of Operations
Senior Vice President of Operations