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
David L. Donabedian, CFA | Chief Investment Officer
Equity
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Portfolio managers
Robert C. Bridges | All Cap Growth, Equity Income and Large Cap Growth
Daniel P. Delany, CFA | International Growth
Jim L. Farrell, CFA | Global Sustainable 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
Jonathan Piskorowski, CFA | Mid-Cap Growth
Bryan G. Reilly | Mid-Cap Growth
Matthew K. Scherer, CFA | International Growth and Global Sustainable Equity
Gordon C. Scott, CFA | Equity Income and Large Cap Growth
Sean Usechek | Income Opportunities
Research analysts and trading
Fixed income
Gary E. Pzegeo, CFA | Head of Fixed Income
Portfolio managers
Christopher J. Lanouette, CFA | Custom Portfolios
Timothy S. Musial, CFA | Total Return, Intermediate Bond and Tax-Exempt Municipal Bond
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 | Head of Manager Research & Alternative Investments
Research analysts and portfolio managers
Michael T. Comiskey, CAIA | Traditional
Daniel A. Criscuolo | Private Markets
Lester Duke, CFA | Private Markets
Kyle W. Leavitt, CFA | Private Markets
Jeffrey B. Lee, CFA | Hedge Funds
Jigar Patel, CFA | Hedge Funds, Multi-Strategy
Rachel Perry | ESG
Angela Williams, CFA | Traditional
Mark A. Zarella | Hedge Funds
Environmental, social & governance (ESG) investing
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Lance Marr, CFA | Clean Energy
Rachel Perry | Associate
Edward Apsey | Co-Head of ESG Engagement and Stewardship
Portfolio managers
Jim L. Farrell, CFA | Global Sustainable Equity
Matthew K. Scherer, CFA | International Growth and Global Sustainable Equity
Research analysts and trading
Administration and services
Sean R. Brophy | Director of Investment Administration
Micaela Luckovich Campbell | Director of Investment Communications and Team Engagement
Kathleen Cotter
Lucian Di Marco
Caroline Tully
Keith Willar | Head of Investment Performance
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.