Our Team
Our investment professionals carry a wealth of experience and knowledge — with an average of more than 20 years of experience in the financial services industry.
In addition to industry experience, many of our portfolio managers hold the Chartered Financial Analyst or Certified Financial Planner designation and post-graduate degrees in business or finance.
President and Chief Executive Officer
Executive Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Chief Wealth Strategist, Wealth Planning Group
Portfolio Manager, Portfolio Advisory Group
Vice President, Portfolio Manager
Senior Vice President, Co-Chief Investment Officer, Fixed Income
Managing Director, Trust Investment Solutions
Senior Vice President, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager
Senior Vice President
Senior Vice President, Co-Chief Investment Officer, Fixed Income
Manager, Portfolio Administration
Senior Vice President
Senior Vice President, Portfolio Manager
Vice President, Portfolio Manager
Portfolio Manager
Head of Portfolio Administration, Trust Investment Solutions
Senior Vice President, Head of Business Administration
Senior Vice President, Portfolio Manager
Manager of Business Development, Trust Investment Solutions
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Co-Chief Investment Officer, Select Growth
Senior Vice President, Portfolio Manager, Head of Investment Manager Research
Senior Vice President, Managing Director, Head of Asset Allocation
Vice President, Portfolio Manager, Wealth Strategist
Vice President, Portfolio Manager
Senior Vice President, Chief Compliance Officer
Senior Vice President, Portfolio Manager, Head of Portfolio Advisory Group
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager, Senior Wealth Strategist
Vice President, Portfolio Manager
Equity Trader
Senior Vice President, Head of Business Intelligence
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Vice President, Investment Operations
Vice President, Portfolio Manager, Head of Wealth Planning & Strategy
Senior Fixed Income Trader