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Executive Officers

Brian Casey, CFP®
Chief Executive Officer
Fabian Gomez
President, Chief Operating Officer
Ricardo Cortez, CIMA®
Chief Executive Officer, Broadmark Asset Management, Portfolio Manager
Sean Clark, CFA®
Director, Institutional Sales, Head of Consultant Relations
Kenneth Nostro
Director, Head of Client Relations
Scott Barnard, CFA®
Senior Vice President, Fixed Income Portfolio Manager and Research Analyst
William Costello, CFA®
Senior Vice President, Director of Equity Portfolios and Senior Portfolio Manager
Matthew Lockridge
Senior Vice President, Head of U.S. Value and Senior Portfolio Manager
Adrian Helfert
Senior Vice President, Chief Investment Officer, Wealth, Alternative and Multi-Asset Portfolios
Todd Williams, CFA®
Senior Vice President, Director of Equity Research, Portfolio Manager and Research Analyst
Prashant Inamdar, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Trip Rodgers, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Lauren Hill, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst
Matthew Na, CFA®
Vice President, Portfolio Manager and Research Analyst
Frederic Rowsey, CFA®
Vice President, Portfolio Manager and Research Analyst
Michael Wall
Vice President, Portfolio Manager and Research Analyst
Hussein Adatia
Senior Vice President, Portfolio Manager and Research Analyst
Christopher Hartman
Senior Vice President, Portfolio Manager
Ben Chittenden, CFA®
Senior Vice President, Portfolio Manager and Research Analyst
Kyle Martin, CFA®
Vice President, Portfolio Manager and Research Analyst
Jordan Latimer, CFA®
Vice President, Portfolio Manager and Research Analyst
Kevin Tully, CMFC
Director, Senior Divisional Consultant
Blair Albert
Director, Divisional Consulting
Michael Guetzkow, CFP®, CIMA®
Director, Senior Divisional Consultant
Bill Hunter, CIMA®
Director, Senior Divisional Consultant
Jonathan Dale, CFP®, ChFC®
Director, Head of Product Solutions
Angela Vanderslice
Internal Wholesaler
Jill Meyer, JD, CPA
Director of Fiduciary Services, Corporate Secretary
Amy Lester
Senior Vice President, Relationship Manager
Melissa McMillian
Senior Vice President, Private Wealth Advisor
Karla Dominguez, JD
Senior Vice President, Private Wealth Advisor
Susan Wedelich, JD
Senior Vice President, Private Wealth Advisor
Brad Eisen, CFP®, CIMA®
Senior Divisional Director, Senior Divisional Consultant
Dan Hinds, CFA®
Senior Analyst
Francis Mullen
Director, Senior Investment Manager
Greg Reid
President of Real Assets, Senior Portfolio Manager
John Palmer
Senior Vice President, Senior Portfolio Manager
Marianne Carter
Senior Regional Advisor Consultant
Parag Sanghani, CFA®
Senior Vice President, Senior Portfolio Manager
Richard Damico
Chief Investment Officer, Broadmark Asset Management, Senior Portfolio Manager
Ted Gardner, CFA®
Senior Vice President, Senior Portfolio Manager
Xifan Wang
Quantitative Research Analyst
Gregory Behar
Senior Vice President, Head of Managed Investment Solutions
Shaun Murphy, CFA®
Senior Vice President, Director of Managed Investment Solutions
Drew Miyawaki
Senior Vice President, Director of Managed Investment Solutions
Michael Kovacs
Senior Solutions Portfolio Manager
Justin Taylor
Research Associate
Corey Henegar, CFA®
Senior Vice President, Portfolio Manager and Senior Research Analyst