Our Team
David R. Kotok
Co-Founder and Chief Investment Officer
Co-Founder and Chief Investment Officer
John R. Mousseau, CFA
Chief Executive Officer & Director of Fixed Income
Chief Executive Officer & Director of Fixed Income
Matthew C. McAleer
President & Director of Private Wealth
President & Director of Private Wealth
Mark Myers
Chief Operating Officer
Chief Operating Officer
Daisy Lopez
Executive Vice President of Operations
Executive Vice President of Operations
Phyllis Streit
Chief Financial Officer & Managing Director
Chief Financial Officer & Managing Director
Timothy Lyle
Chief Compliance Officer
Chief Compliance Officer
Benjamin Pease
Managing Director of Fixed Income & Chief Innovation Officer
Managing Director of Fixed Income & Chief Innovation 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
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
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
Vice President of Operations
