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Our investment professionals average over 20 years experience making investment decisions. We augment their portfolio expertise with a strong in-house research team. Our investment professionals possess excellent credentials including advanced academic degrees, Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations. In addition, our staff is encouraged to stay abreast of new concepts and industry practices. By structuring our organization as a partnership, our professionals participate directly in the success of the firm. This creates stability within our investment team...the most valuable asset we have to offer our clients.
| Senior Management | |
| Philip L. Hildebrandt, CFA Chief Executive Officer |
Ralph M. Segall, CFA, CIC Chief Investment Officer |
| Portfolio Management | |
| C. Alfred Bryant, CIC Managing Director |
Jonathan C. Hamill, CIC Managing Director |
| Jeff L. Slepian, CPA Managing Director |
Paul H. Fricke, CFA Senior Portfolio Manager |
| Mark E. Resnik, CPA, JD Director, Senior Portfolio Manager |
John M. Lafferty, Jr. Portfolio Manager |
| Keith W. Minogue, CFA Portfolio Manager |
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| Large/Mid Equity | |
| Jeff R. Rode, CFA Managing Director |
Suresh Rajagopal, CFA Senior Equity Analyst |
| Chris P. Schweitzer, CFA Senior Equity Analyst |
Scott N. Barnum, CFA Senior Equity Analyst |
| Small/Small Cap Expanded Core Equity | |
| Linn J. Arbogast, CFA, CPA Director, Senior Portfolio Manager |
Mark T. Dickherber, CFA, CPA Senior Equity Analyst |
| Jeffrey C. Paulis, CFA Senior Equity Analyst |
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| Fixed Income Research and Trading | |
| Gregory Hosbein, CFA Managing Director |
Jim Dadura, CFA Managing Director |
| Carolyn M. Moriarty, CFA Senior Credit Analyst |
Jeff G. Shepard, CFA Portfolio Manager |
| Emily A. Tupy Fixed Income Associate |
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| Alternative Investments | |
| Jeff D. Hank, CFA Director, Alternative Investments |
Craig V. Adkins, CFA, CPA Senior Analyst, Alternative Investment |
| Equity Trading | |
| Cheryl A. Woodcock Manager, Equity Trader |
Stephen M. LaPointe Manager, Seperate Managed Accounts Operation |
| Elisa Brizuela Equity Trader |
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| Marketing | |
| Mark W. Rewey Managing Director |
Clark W. Koertner Director, Sales & Marketing |
| Bernadette Kelly Manager, Consultant Communications |
Paul C. Mitchell, Jr. Director, Sales & Marketing |