Our Investment Experts
Award-winning
Investment Team
Active managers with diverse thinking styles, an autonomous, flexible approach to strategies and a unified objective of outperformance.
Leadership
Gary E. Pzegeo, CFA® | Chief Investment Officer
David L. Donabedian, CFA® | Senior Investment Strategist
Equity
Research analysts and trading
Kasey O'Brien | Senior Equity Analyst
Aashish Rao | Discliplined Equity Strategist
Portfolio managers
Robert C. Bridges | All Cap Growth, Equity Income and Large Cap Growth
Daniel P. Delany, CFA® | International Growth
Jim Farrell, CFA® | Disciplined Equity
W. Brant Houston, CFA® | Disciplined Equity and Income Opportunities
John P. Huber | All Cap Growth, Equity Income and Large Cap Growth
Sid Nargundkar, CFA® | Durable Growth
Kyle Nitiss, CFA® | All Cap Growth
Jonathan Piskorowski, CFA® | Mid-Cap Growth
Bryan G. Reilly | Mid-Cap Growth
Sandy Sanders, CFA® | All Cap Growth and Large Cap Growth
Matthew K. Scherer, CFA® | International Growth
Gordon C. Scott, CFA® | Equity Income and Large Cap Growth
Sean Usechek | Income Opportunities
Research analysts and trading
Thomas A. Mantone, Jr. | Head Trader
Fixed income
Timothy S. Musial, CFA® | Head of Fixed Income
Portfolio managers
Christopher J. Lanouette, CFA® | Custom Portfolios
Research analysts and trading
Energy infrastructure
Paul M. McPheeters, CFA® | Lead Portfolio Manager
Portfolio managers
Adam R. Karpf, CFA® | Energy Infrastructure
Lance Marr, CFA® | Clean Energy
Research analysts and trading
Multi-manager investment program (MMIP)
Ohm M. Srinivasan, CFA® | Global Head of Alternative Investing
Research analysts and portfolio managers
Michael T. Comiskey, CAIA | Traditional & Solutions
Daniel A. Criscuolo | Private Equity
Josh Garcia | Private Equity & Venture Capital
Kyle W. Leavitt, CFA® | Private Equity
Jeffrey B. Lee, CFA® | Hedge Funds
Rachel Perry | ESG
Vik Prabhakar | Hedge Funds
Max Provencher | Traditional
Nick Schwartzstein, CFA® | Alternative Credit
Angela Williams, CFA® | Traditional
Mark A. Zarella | Hedge Funds
Environmental, social & governance (ESG) investing
Edward Apsey | Co-Head of ESG Engagement and Stewardship
Emily Kaiser | Co-Head of ESG Engagement and Stewardship
Jerimiah Booream, CFA® | Co-Head of Clean Energy
Lance Marr, CFA® | Co-Head of Clean Energy
Rachel Perry | ESG
Portfolio managers
Research analysts
Administration and services
Mark Bronowich, | Director of Portfolio Oversight
Sean R. Brophy | Director of Investment Administration
Micaela Luckovich Campbell | Director of Investment Communications and Team Engagement
Charles R. Devaney | Head of Equity Management and Portfolio Oversight
Keith Willar | Director of Investment Performance
Kathleen Cotter
Lucian Di Marco
Matthew Reed
Caroline Tully
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.