Investment & Research Team

Maneesh Bajaj, CFA
Equity Research Analyst

Theresa K. Balaran
Portfolio Manager

John T. Beaty, Jr.
Portfolio Manager

Richard M. Bernstein, CFA
Portfolio Manager
Equity Research Analyst

Christopher A. Berrier
Small-Cap Growth Portfolio Manager

John B. Bisson, CFA
Quantitative Analyst

J. Dorsey Brown, III
Portfolio Manager

Megan S. Brune
Relationship Advisor

Colin Campbell
Associate Equity Research Analyst

Geoffrey R.B. Carey, CFA
Portfolio Manager

John F. Cavanaugh
Head of Fixed Income


Eric Cha, CFA
Equity Research Analyst

Paul J. Chew, CFA
Head of Investments

Paul Corbin
Fixed Income Co-Chief Investment Officer

M. Gwen Davidson
Portfolio Manager

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

Doron S. Eisenberg, CFA
Portfolio Manager
Equity Research Analyst

Eben D. Finney, III
Head of Portfolio Management

Matthew Fleming
Portfolio Analyst

Michael Foss, CFA
Portfolio Manager

Nigel W. Frankson, CFA
Equity Research Analyst

Karina Funk, CFA
Portfolio Manager & Equity Research Analyst

Matthew Gilner
Associate Portfolio Manager

Eric S. Gordon, CFA
Equity Research Analyst

Taylor G. Graff, CFA
Fixed Income Investment Team

Thomas D.D. Graff, CFA
Portfolio Manager

Brian E. Graney, CFA
Portfolio Manager
Equity Research Analyst

Matthew F. Gray
Portfolio Analyst

Timothy W. Hathaway, CFA
Portfolio Manager
Equity Research Analyst

Monica M. Hausner
Portfolio Manager

Douglas W. Hinton
Institutional Sales Fixed Income

David Hunter, CFA
Portfolio Manager

Mark Kodenski
Portfolio Manager

Jane Korhonen, CFA
Portfolio Manager

Justin D. Lambert
Portfolio Analyst

Glen M. Lambinicio
Portfolio Analyst

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

Raymond G. McClure
Senior Portfolio Manager

Daniel W. Mooney, CFA
Associate Equity Research Analyst

David P. Nichols, CFA
Portfolio Manager

Patrick O'Brien
Portfolio Manager
Equity Research Analyst

Darryl R. Oliver, CFA
Equity Research Analyst

Olachi Opara
Portfolio Analyst

Sung W. Park, CFA
Equity Research Analyst

Simon Paterson, CFA
Equity Research Analyst

Michael Poggi, CFA
Equity Research Analyst

David B. Powell, CFA
Portfolio Manager
Equity Research Analyst

Jackson W. Robinson
Portfolio Manager

J. David Schuster
Portfolio Manager
Equity Research Analyst

Blake E. Sheehan
Associate Portfolio Manager

Meredith N. Shuey
Portfolio Manager

Stephen M. Shutz, CFA
Fixed Income Investment Team

Kenneth M. Stuzin, CFA
Portfolio Manager
Equity Research Analyst

Ryland Sumner
Equity Research Analyst

R. Hutchings Vernon, CFA
Portfolio Manager
Equity Research

Jason T. Vlosich
Fixed Income Analyst

William O. White, III
Investment Advisor

Peter M. Whitney
Associate Analyst

Nicholas A. Williams
Fixed Income Associate Portfolio Manager

Nina K. Yudell
Portfolio Manager
Equity Research Analyst


Private Equity

Mark M. Collins, Jr.
Director of Private Equity

Stanard T. Klinefelter
Senior Advisor

Nina Millman
Private Equity Advisor

Jacob Hodes
Chief Operating Officer of Private Equity