Investment Teams
Large Cap Growth
Dan Becker, CFA
Principal, Co-CIO, Portfolio Manager
Quentin Ostrowski, CFA
Principal, Portfolio Manager
David Bucolo, CFA
Senior Research Analyst
Jacob Thorsen
Equity Analyst
Small Cap Growth
Gregory Baxter, CFA
Principal, Portfolio Manager
James Stark, CFA
Principal, Portfolio Manager
Eoghan Bahnson, CFA
Senior Research Analyst
Dillon Hoover, CFA
Senior Research Analyst
SMID Growth
Gregory Baxter, CFA
Principal, Portfolio Manager
James Stark, CFA
Principal, Portfolio Manager
Eoghan Bahnson, CFA
Senior Research Analyst
Dillon Hoover, CFA
Senior Research Analyst
International Small Cap
MLP
Jerome Castellini
Co-Founder, Co-CIO, Portfolio Manager
Joseph M. Hagan, CFA, CPA
Principal, Portfolio Manager
Timothy M. Clark
Senior Analyst
Global Energy
Jerome Castellini
Co-Founder, Co-CIO, Portfolio Manager
Joseph M. Hagan, CFA, CPA
Principal, Portfolio Manager
Timothy M. Clark
Senior Analyst
Quant/Macro
Stephen Jones
Senior Quantitative Research Analyst
Anthony Kies
Quantitative Research Analyst
Non - Investment Teams
Trading
Marketing and Client Service
Jeffrey S. Duncan
Business Development, Client Service
Kevin T. Gergits
Principal, Business Development and Consultant Relations
Operations and Compliance
Richard J. Simek, CPA
Chief Compliance Officer, Chief Operating Officer
James Castellini
General Counsel
Matt Dages
Technology and Operations
Support Staff
Mary Ryan
Operational Support, Executive Assitant
Vanessa Arroyo
Client Service Specialist, Administrative Assistant