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
Jay Pearlstein, 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
Frederick L. Weiss, CFA | Mid-Cap Growth
Research Analysts and Trading
Jeremy Dorrell
Sean Lim
Kyle Nitiss
Shereen Undavia
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
Lance Marr, CFA | Clean Energy
Adam R. Karpf, CFA | Energy Infrastructure
Research Analysts and Trading
MMIP
Ohm M. Srinivasan, CFA | Head of Manager Research & Alternative Investments
Scott M. Burg, CFA, CAIA | Traditional
Daniel A. Criscuolo | Private Markets
Lester Duke, CFA | Private Markets
Kyle W. Leavitt, CFA | Private Markets, Traditional
Jeffrey B. Lee, CFA | Hedge Funds
Jigar Patel, CFA | Hedge Funds
Mark A. Zarella | Hedge Funds
ENVIRONMENTAL, SOCIAL & GOVERNANCE (ESG) INVESTING
John C. Tennaro, CIMA®, CSRIC™ | Head of ESG & Impact Investing Solutions
Patricia A. Bannan, CFA | Head of Equities, Disciplined Equity
Lance Marr, CFA | Clean Energy
Portfolio Managers
Matthew K. Scherer, CFA | International Growth and Global Sustainable Equity
Jim L. Farrell, CFA | Global Sustainable Equity
Research Analysts and Trading
ADMINISTRATION AND SERVICES
Sean R. Brophy | Director of Investment Administration
Keith Willar | Head of Investment Performance
Lucian Di Marco
Sai Sandhya Jayaram
Tanay Patel
Emma Szkutak
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.