Clients
Portfolio Managers
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R. Thomas Manning, Jr., CFA
Chief Investment Officer
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Michael G. Blackmon, CFA
Executive Managing Director of Equity and Research
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David Bottoms, JD
Executive Managing Director
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David Costigan, CFP
Managing Director of Wealth Management
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Keith R. Elflein
Senior Portfolio Manager
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Michelle A. Knight
Chief Economist and Managing Director of Fixed Income
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Shannon L. Saccocia, CFA, CIMA
Managing Director of Manager Search and Selection
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Joseph E. Powers, III
Director of Fixed Income
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Robert Pavlik
Chief Market Strategist
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Sebastian Leburn, CFA
Senior Portfolio Manager
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Steven P. Chapman
Director of Fixed Income
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Earl M. Foster, PhD
Managing Director
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John A. Vann
Executive Managing Director
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Marilyn Holt-Smith, CFA
Managing Director
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Nancy Perez, CFA
Managing Director
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Jon-Erik Frederickson
Portfolio Manager & Research Analyst
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Bryan Keller
Portfolio Manager & Research Analyst
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Scott Swenson
Portfolio Manager & Research Analyst
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Jason McPharlin
Portfolio Manager
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William (Wenjun) Yang, CFA
Portfolio Manager
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Ryan Erickson, CFA
Senior Portfolio Manager
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Michael Wilson
Senior Portfolio Manager
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Aaron J. Vann
Quantitative Research Analyst
All Biographies
- Alicia M. André, CFA
- Michael G. Blackmon, CFA
- Christine Boragno
- David Bottoms, JD
- T. Matt Brann, CFA
- Todd M. Bulot
- Jay Carroll
- Steven P. Chapman
- David Costigan, CFP
- Sean P. Cragan, CFP
- Sharon A. Daniels
- Scott W. Dell’Orfano
- Keith R. Elflein
- Ryan Erickson, CFA
- Earl M. Foster, PhD
- Vincent P. Franks
- Jon-Erik Frederickson
- R. Brandt Heitzman, CFP
- Marilyn Holt-Smith, CFA
- Jeff Kaufmann
- John Keim
- Bryan Keller
- Milagros Kleiner
- Michelle A. Knight
- Sebastian Leburn, CFA
- Jennifer K. Loveless
- Gretchen Lucas, JD
- R. Thomas Manning, Jr., CFA
- Mark V. Mathers, CFP
- Jason McPharlin
- Stephen K. Mergler, JD
- Lance Millar
- Todd C. Mills, CFP
- Robert Pavlik