
Vance
Paul Metheny, Cfa
Senior Quantitative Portfolio Analyst
Kellen Smith, Cima®, Csric™
Internal Consultant Brokerage Channel, New York City
James Lanza
Senior Performance Analyst
C.J. Flavin
Internal Consultant
Tiana Pignataro
Mutual Fund Service Representative
Howard Lee
Avp, Application Support Manager
Timothy Williamson, Csric™
Vice President, Regional Director
Maria Gil
Data Specialist
Meghan Moses
Managing Director, Ria & Family Office Distribution
Chris Mitchell
Business Manager Brokerage National Sales
Bill Howarth
Vice President And Fixed Income Portfolio Manager
Chip Driscoll
VP, Institutional Portfolio Specialist