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 | Co-Chief Investment Officer
Gary E. Pzegeo, CFA | Co-Chief Investment Officer
Equity
Patricia A. Bannan, CFA | Head of Equities
Portfolio managers
Jeremiah Borream, CFA | Global Sustainable Equity
Robert C. Bridges | All Cap Growth, Equity Income and Large Cap Growth
Daniel P. Delany, CFA | International Growth
Jim L. 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
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
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 | Head of Manager Research & Alternative Investments
Research analysts and portfolio managers
Michael T. Comiskey, CAIA | Traditional
Daniel A. Criscuolo | Private Equity
Lester Duke, CFA | Private Equity
Kyle W. Leavitt, CFA | Private Equity
Jeffrey B. Lee, CFA | Hedge Funds
Rachel Perry | ESG
Nick Schwartzstein, CFA | Alternative Credit
Angela Williams, CFA | Traditional
Mark A. Zarella | Hedge Funds
Environmental, social & governance (ESG) investing
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Edward Apsey | Co-Head of ESG Engagement and Stewardship
Emily Kaiser | Co-Head of ESG Engagement and Stewardship
Lance Marr, CFA | Clean Energy
Rachel Perry | ESG
Portfolio managers
Jerimiah Booream, CFA | Global Sustainable Equity
Matthew K. Scherer, CFA | International Growth and Global Sustainable Equity
Research analysts
Administration and services
Sean R. Brophy | Director of Investment Administration
Micaela Luckovich Campbell | Director of Investment Communications and Team Engagement
Charles R. Devaney | Head of Investment Oversight and Implementation
Keith Willar | Director of Investment Performance
Kathleen Cotter
Lucian Di Marco
Anna Jamieson
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.