Investment & Research Team

E. Sidney Ahl, CFA
Director of External Manager Research

Maneesh Bajaj, CFA
Technology Equity Research Analyst

Justin Bakewell
Investment Advisor

Theresa K. Balaran
Portfolio Manager

John T. Beaty, Jr.
Portfolio Manager

Richard M. Bernstein, CFA
Large-Cap Value Portfolio Manager

Christopher A. Berrier
Small-Cap Growth Portfolio Manager

John B. Bisson, CFA
Quantitative Analyst

John Bond, CFA
Technology Equity Research Analyst

Edwin J. Bradley III
Portfolio Analyst

J. Dorsey Brown, III
Portfolio Manager

Megan S. Brune
Relationship Advisor

Geoffrey R.B. Carey, CFA
Portfolio Manager

Galen Carroll
Portfolio Analyst

Eric Cha, CFA
Consumer Equity Research Analyst

Paul J. Chew, CFA
Head of Investments

Kenneth Coe
Financial Services Equity Research Analyst

Paul Corbin
Fixed Income Co-Chief Investment Officer and Intermediate Income Co-Portfolio Manager

James M. Dugan, CFA
Fixed Income Co-Chief Investment Officer

Doron S. Eisenberg, CFA
Technology Equity Research Analyst

J. Gregory Elkins
Portfolio Analyst

Atte Enyenihi
Operational Due Diligence Analyst

Eben D. Finney, III
Portfolio Manager

Matthew Fleming
Portfolio Analyst

Michael Foss, CFA
Flexible Equity & Equity Income Co-Portfolio Manager

Nigel W. Frankson, CFA
Industrials Equity Research Analyst

Karina Funk, CFA
Large-Cap Sustainable Growth Co-Portfolio Manager

Matthew Gilner
Associate Portfolio Manager

Daniel Glading
Portfolio Analyst

Eric S. Gordon, CFA
Energy Equity Research Analyst

Taylor G. Graff, CFA
Research Analyst

Thomas D.D. Graff, CFA
Head of Fixed Income Business and Tactical Bond Fund Portfolio Manager

Brian E. Graney, CFA
Equity Income Co-Portfolio Manager

Matthew F. Gray
Portfolio Analyst

Jesse A. Halff
Portfolio Analyst

Chern Han Lim
Research Analyst

Christopher Hancock
Research Analyst

Timothy W. Hathaway, CFA
Director of Equity Research

Monica M. Hausner
Maryland Bond Fund Portfolio Manager and Tax-Exempt Fixed Income Research Analyst

Douglas W. Hinton
Institutional Sales Fixed Income

Allan D. House
Portfolio Manager

David Hunter, CFA
Portfolio Manager

John Henry Iucker
Fixed Income Analyst

Mark Kodenski
Portfolio Manager

Jane Korhonen, CFA
Portfolio Manager

Teddy Lamade
Associate Portfolio Manager

Glen M. Lambinicio
Portfolio Analyst

Paul Li, Ph.D., CFA
Health Care Equity Research Analyst

Patrick R. Mahoney
Consumer Equity Research Analyst

Emily Mathews
Technology Equity Research Analyst

William H. Mathews
Portfolio Analyst

Raymond G. McClure
Senior Portfolio Manager

Stephanie McCormick
Portfolio Manager

Catherine P. McDonnell
Portfolio Manager

Daniel W. Mooney, CFA
Consumer Equity Research Analyst

David P. Nichols, CFA
Portfolio Manager

Kevin O'Keefe
Financial Services Equity Research Analyst

Olachi Opara
Portfolio Analyst

Kevin E. Osten, CFA
Product Specialist

Erika Pagel
Portfolio Manager

Sung W. Park, CFA
Health Care Equity Research Analyst

Amar Patel
Research Analyst

Simon Paterson, CFA
Industrials & Basic Materials Equity Research Analyst

Joshua R. Perry
Credit Analyst

Michael Poggi, CFA
Associate Portfolio Manager
Equity Research Analyst

David B. Powell, CFA
Large-Cap Sustainable Growth Co-Portfolio Manager

Jackson W. Robinson
Portfolio Manager

J. David Schuster
Small-Cap Fundamental Value Portfolio Manager and Fundamental Long/Short Fund

Porter Schutt
Portfolio Manager

Samir Shah, CFA
Head of Operational Due Diligence

Blake E. Sheehan
Portfolio Analyst

Stephen M. Shutz, CFA
Tax-Exempt Bond Fund Portfolio Manager and Tax-Exempt Fixed Income Research Analyst

James Stierhoff
Research Analyst

Kenneth M. Stuzin, CFA
Large-Cap Growth Portfolio Manager

Dune Thorne, CWS, CTFA
Portfolio Manager

Edward X. Tune
Portfolio Manager

R. Hutchings Vernon, CFA
Flexible Equity Co-Portfolio Manager

Jason T. Vlosich
Taxable Fixed Income Research Analyst & Trader

William O. White, III
Portfolio Manager

Peter M. Whitney
Research Analyst

Jordan Wruble
Portfolio Manager

Nina K. Yudell
Portfolio Manager

Sheryl Zhou, Ph.D.
Health Care Equity Research Analyst


Private Equity

Joseph J. Baylin
Private Equity Analyst

Mark M. Collins, Jr.
Director of Private Equity

Brian J. Dettmann
Co-Head of Private Equity

Jacob Hodes
Co-Head of Private Equity

Stanard T. Klinefelter
Senior Advisor

Nina Millman
Private Equity Advisor

Keith T.P. Stone
Private Equity Analyst

Ryland Sumner
Co-Head of Private Equity