Mike Poggi, CFA
Portfolio Manager
Teresa Pollet
Program Manager, Technical Lead
Lisa Posko, CTFA
Private Client Relationship Advisor
John Poulton
Strategic Advisor
David Powell, CFA
Portfolio Manager
Marty Quinn
Senior Product Manager
Charlie Ratcliffe
Private Client Relationship Associate
Brendan Regan
Client Advisor
Connor Reymann
Institutional Portfolio Specialist
Ariana Robles, M.A.
Private Client Senior Relationship Associate
JR Rodrigo, CFA
Portfolio Manager
Brett Rogers
General Counsel
Case Rohrbacher
Senior Portfolio Analyst
Chris Roof, CFA
Associate Portfolio Manager
Pierce Rubin
Private Client Relationship Associate