Financial Advisors

GW&K is an innovative and supportive partner that understands the distinct needs of an advisor's practice. We offer a range of clearly defined, actively managed equity and fixed income investment strategies to help satisfy client needs, and an array of services designed to help you support your clients and build your businesses.

For example: Quarterly performance reviews and strategy review calls. Business development support, including customized analytics and proposals. And the availability of strategy specialists and portfolio managers for client calls and meetings.

Behind it all is a team devoted exclusively to advisory relationships which can deliver a tailored service approach to meet your needs.

Please click here to download our Sales Territory Map

Sales & Relationship Management
Thomas F.X. Powers
Robert L. Gray
Partner, National Accounts Director

Brian T. King, CFA
Vice President, National Sales Manager 


Regional Sales

John Ferguson, CFA
Vice President, Regional Sales Director,

Chris Connolly, CFA
Regional Sales Director,

Mark Beidleman 
Regional Sales Director,

Andrew Russo
Regional Sales Director,

Nathan T. Sensor
Regional Sales Director,

Vincent Zupo
Regional Sales Director,

Robert F. Van Note
Regional Sales Director,

Client Portfolio Managers

Leigh Shapiro Williamson, CFA
Principal, Client Portfolio Manager

Christopher Iovanna, CFA
Vice President, Client Portfolio Manager

Michael V. Rabuffo, CFA
Vice President, Client Portfolio Manager


Contact Us
Phone: 800.225.4236
Mutual Funds
Phone: 800.368.4410

Please use our Request Information form to have someone contact you directly.