Harold Kotler
Harold G. Kotler, CFA
Founder-Chairman, Chief Investment Officer
Nancy Angell headshot
Nancy G. Angell, CFA
Partner, Co-Director Fixed Income
Henry Askew
Junior Municipal Research Analyst
Kyle Bush
Kyle A. Bush, CFA
Vice President, Municipal Research Analyst
Aaron C. Clark, CFA
Aaron C. Clark, CFA
Principal, Equity Portfolio Manager
Andrea M. Clark, CFA
Andrea M. Clark, CFA
Vice President, Global Equity Client Portfolio Manager
Matthew J. Clemmer, CFA
Vice President, Equity Research Analyst
Taylor Cope, CFA
Vice President, Equity Research Analyst
Joe Craigen
Joseph C. Craigen, CFA
Partner, Equity Portfolio Manager
Cristina G. DeCotis
Cristina G. DeCotis
Vice President, Senior Credit Analyst
Jeff Devine Headshot
Jeffrey T. Devine
Vice President, Municipal Research Analyst
Brendan Doucette
Brendan Doucette
Principal, Securitized Analyst/Government Bond Portfolio Manager
John Fox
John B. Fox, CFA
Partner, Co-Director Fixed Income
Nuno Fernandes
Nuno Fernandes, CFA
Partner, Equity Portfolio Manager
Reid Galas
Reid T. Galas, CFA
Partner, Equity Portfolio Manager
Gaby Greenman
Gabriela L. Greenman
Principal, Equity Research Analyst
Jay Hedstrom
Jay A. Hedstrom, CFA
Principal, Equity Research Analyst
Chris Iovanna
Christopher Iovanna, CFA
Vice President, Taxable Bond Client Portfolio Manager
Mary Kane
Mary F. Kane, CFA
Partner, Taxable Bond Portfolio Manager
Pat Keogh
Patrick J. Keogh, CFA
Vice President, Municipal Research Analyst
Karl Kyriss
Karl M. Kyriss, CFA
Partner, Equity Portfolio Manager
Tom Masi
Thomas A. Masi, CFA
Partner, Equity Portfolio Manager
Sheila May
Sheila R. May, CFA
Principal, Director, Municipal Bond Research
Nate McNamee Headshot
Nate McNamee, CFA
Vice President, Credit Analyst
Daniel Miller Headshot
Daniel L. Miller, CFA
Partner, Director, Equities
Brad Miller, CFA
Partner, Equity Portfolio Manager
Maya Mirson-Tohme, CFA
Maya Mirson-Tohme, CFA
Vice President, Credit Analyst
Brian Moreland
Brian T. Moreland, CFA
Partner, Portfolio Manager/Trader
Siva Natarajan
Siva Natarajan, CFA
Vice President, Equity Research Analyst
Sunil Parthasarathy
Sunil Parthasarathy, CFA
Vice President, Equity Research Analyst
Mike Rabuffo
Michael V. Rabuffo, CFA
Principal, Municipal Bond Client Portfolio Manager
Stephen Repoff
Stephen Repoff, CFA
Principal, Taxable Bond Portfolio Manager
Seamus Ryan
M. Seamus Ryan, CFA
Principal, Director, Taxable Bond Research
Pablo Salas
Pablo Salas
Partner, Equity Portfolio Manager
Robert P. Shea, CFA
Robert P. Shea, CFA
Vice President, Equity Research Analyst
Yongtao Shi
Vice President, Equity Research Analyst
Kara M. South, CFA
Kara M. South, CFA
Principal, Municipal Bond Portfolio Manager
Matthew V. Spiegel, CFA
Matthew V. Spiegel, CFA
Principal, Equity Research Analyst
William Sterling, Ph.D.
William Sterling, Ph.D.
Global Strategist
Jeff-Thibault
Jeffrey W. Thibault, CFA
Partner, Equity Portfolio Manager
Marty Tourigny
Martin R. Tourigny, CFA
Partner, Municipal Bond Portfolio Manager
Jim-Tschudy
James Tschudy
Vice President, Equity Research Analyst
Jeff-Whitney
Jeffrey O. Whitney, CFA
Partner, Equity Portfolio Manager
Bradley-Wilds
Bradley S. Wilds, CFA
Vice President, Equity Research Analyst
Leigh Williamson
Leigh S. Williamson, CFA
Principal, Domestic Equity Client Portfolio Manager
Lulu Zheng
Equity Research Analyst
Harold Kotler
Harold G. Kotler, CFA
Founder-Chairman, Chief Investment Officer
Nancy Angell headshot
Nancy G. Angell, CFA
Partner, Co-Director Fixed Income
Michael S. Baryski
Michael S. Baryski
Client Service Associate
Scott F. Baughman
Scott F. Baughman
Vice President, Relationship Manager
Mark Beidleman
Mark Beidleman
Vice President, Regional Sales Director, Southeast
matt bucci
Matthew J. Bucci
Principal, Institutional Relationship Manager
Michael Clare
Michael J. Clare
Partner, Director, Institutional
Andrea M. Clark, CFA
Andrea M. Clark, CFA
Vice President, Global Equity Client Portfolio Manager
Dylan M. Conneely
Dylan M. Conneely
Client Service Associate
Kristin Chisholm
Kristin Chisholm, CIMA
Vice President, Relationship Manager
Chris Connolly, CFA
Vice President, Regional Sales Director, Mid-Atlantic
Ugljesa Cvjetan
Client Service Associate
Alec DeWitt
Alec DeWitt
Vice President, Regional Sales Director, West Coast
Michael Dingman
Client Service Associate
Daniel J. Fasciano, CFA, CMT, CAIA
Daniel J. Fasciano, CFA, CMT, CAIA
Director, Private Wealth Management
John Ferguson Headshot
John Ferguson, CFA
Vice President, Regional Sales Director, Northeast
Kara Foley Headshot
Kara E. Foley
Client Service Manager, Institutional
Kevin Furey Headshot
Kevin G. Furey
Principal, Client Service Manager
Katelyn A. Gallagher Headshot
Katelyn A. Gallagher
Senior Client Service Associate
Margaret E. Gallogly
Margaret E. Gallogly
Client Service Associate
Chris Iovanna
Christopher Iovanna, CFA
Vice President, Taxable Bond Client Portfolio Manager
Melissa F. Jacoby, Esq.
Melissa F. Jacoby, Esq.
Vice President, Wealth Strategist
Charlie-Kace
Charles J. Kace III
Vice President, Relationship Manager
Josh Kazlaukas Headshot
Joshua J. Kazlauskas, CFA
Assistant Client Service Manager
Mark-Kim
Mark Y. Kim, CFA
Director, RIA Services
Brian-King
Brian T. King, CFA
Partner, National Sales Manager
Mark-Lewis
Mark Lewis, CFA, CFP
Vice President, Relationship Manager
James P. Line
James P. Line
Senior Client Service Associate
Alexander J. Matuschak
Senior Client Service Associate
Jim-McCarthy
James M. McCarthy, CFA
Partner, Director Client Service
Ross P. McWilliams
Ross P. McWilliams
Relationship Manager
Chad O'Neil
Chad O’Neil
Client Service Associate
Sheri Paquette Headshot
Sheri L. Paquette
Relationship Manager/ESG Specialist
Matthew J. Perachi
Matthew J. Perachi
Senior Client Service Associate
JR Quick
John-Ryan Quick
Vice President, Regional Sales Director, New York Metro
Mike Rabuffo
Michael V. Rabuffo, CFA
Principal, Municipal Bond Client Portfolio Manager
Nancy-Rimington
Nancy R. Rimington
Vice President, Institutional Business Development
Andrew Russo headshot
Andrew Russo
Vice President, Regional Sales Director, South Central
Julie Sacchiero Headshot
Julie Sacchiero
Relationship Manager
Nate Sensor
Nathan T. Sensor
Vice President, Regional Sales Director, Midwest
Jeff Simmons Headshot
Jeffrey R. Simmons, CIMA
Vice President, Institutional Business Development
Robert F. Van Note
Robert F. Van Note
Vice President, Regional Sales Director, Northwest
Terrance Walsh Headshot
Terrence W. Walsh
Principal, Client Service Manager
Leigh Williamson
Leigh S. Williamson, CFA
Principal, Domestic Equity Client Portfolio Manager

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