- William J. Stewart, CIMA, CFA
President - Andrew W. Means, CFA
Portfolio Manager - Donald A. Keeney, CFA
Portfolio Manager - J. Jeffrey Krumpelman, CFA
Portfolio Manager - Christopher J. Hagedorn, CFA
Portfolio Manager - Anthony Roberts, III, CFA
Equity Analyst
- David M. Byrns, Jr
Equity Analyst - Sam O. English, III, CFA
Director of Marketing
& Product Management - Angela M. Purcell
Director of Marketing & Administration - Angela S. Krill
Manager of Client Operations - Holly Adam
Senior Administrative Assistant - Elizabeth C. Kaplan
Chief Compliance Officer