Michael Pendergast, CFA
Managing Partner
Chief Executive Officer
Chief Investment Officer
Read More
Matthew Kosara, CFA
Managing Partner
Chief Risk Officer
Client Portfolio ManagerRead More
David C. Hauck, CPA
Managing Partner
Chief Operating Officer
Read More
JoAnn Conry
Managing Partner
Chief Compliance Officer
Operations ManagerRead More
Jay Baglio
Director,
Institutional Sales & Client ServiceRead More
John Pendergast
Senior Performance AnalystRead More
Christopher Gerne
Senior Portfolio Manager,
Fixed Income
Read More
Matthew Witschel, CFP
Director,
National AccountsRead More
Helena Scholz, CFA
Portfolio Manager
Senior Research AnalystRead More
Joseph DeMauro
Equity Analyst
TraderRead More
Joseph Caretti
Director
Institutional Sales
Client ServiceRead More
David Ayres, CFA
Portfolio Manager
Senior Research AnalystRead More
Stevens C. Sheppard, CCM
Private Client Portfolio ManagerRead More
Angela Puglissi
Trade Support SpecialistRead More
Michael DeVita
Associate, National AccountsRead More