Team

Harold G. Kotler, CFA

Founder-Chairman, Chief Investment Officer

Thomas F.X. Powers

Partner, Co-CEO

T. Williams Roberts III

Partner, Co-CEO

Lewis Collins

Partner, General Counsel

Michael J. Clare

Partner, Director, Institutional

John B. Fox, CFA

Partner, Director, Fixed Income

Brian Maguire, CPA

Principal, Chief Financial Officer

Daniel L. Miller, CFA

Partner, Director, Equities

David J. Rouse

Principal, Chief Compliance Officer

Jeffrey W. Thibault, CFA

Partner, Portfolio Manager

Martin R. Tourigny, CFA

Partner, Portfolio Manager

Harold G. Kotler, CFA

Founder-Chairman, Chief Investment Officer

Henry Askew

Research Analyst

Kyle A. Bush, CFA

Vice President, Senior Research Analyst

Aaron C. Clark, CFA

Partner, Portfolio Manager

Andrea M. Clark, CFA

Principal, Client Portfolio Manager

Taylor Cope, CFA

Principal, Research Analyst

Joseph C. Craigen, CFA

Partner, Portfolio Manager

Cristina G. DeCotis

Vice President, Senior Research Analyst

Jeffrey T. Devine

Vice President, Director, Municipal Research

Brendan Doucette

Principal, Senior Securitized Analyst

John B. Fox, CFA

Partner, Director, Fixed Income

Reid T. Galas, CFA

Partner, Portfolio Manager

Gabriela L. Greenman

Partner, Research Analyst

Brian Hassler, CFA

Vice President, Senior Research Analyst

Jay A. Hedstrom, CFA

Principal, Research Analyst

Christopher Iovanna, CFA

Vice President, Client Portfolio Manager

Richard Johannes, CFA, CMT

Vice President, Research Analyst

Mary F. Kane, CFA

Partner, Portfolio Manager

Patrick J. Keogh, CFA

Vice President, Senior Research Analyst

Brett Kozlowski, CFA

Principal, Portfolio Manager

Cameron V. Marshall

Associate Research Analyst

Karl M. Kyriss, CFA

Partner, Portfolio Manager

Brian P. McArdle, CFA

Vice President, Senior Portfolio Analyst

Nate McNamee, CFA

Vice President, Senior Research Analyst

Daniel L. Miller, CFA

Partner, Director, Equities

Maya Mirson-Tohme, CFA

Vice President, Research Analyst

Brian T. Moreland, CFA

Partner, Portfolio Manager/Trader

Michael V. Rabuffo, CFA

Principal, Client Portfolio Manager

M. Seamus Ryan, CFA

Principal, Director, Taxable Research

Robert P. Shea, CFA

Principal, Research Analyst

Kara M. South, CFA

Partner, Portfolio Manager

Matthew V. Spiegel, CFA

Principal, Research Analyst

William Sterling, Ph.D.

Global Strategist

Jeffrey W. Thibault, CFA

Partner, Portfolio Manager

Martin R. Tourigny, CFA

Partner, Portfolio Manager

Matthew T. Wheeler, CFA

Associate Client Portfolio Manager

Jeffrey O. Whitney, CFA

Partner, Portfolio Manager

Leigh S. Williamson, CFA

Partner, Client Portfolio Manager

Lulu Zheng, CFA

Vice President, Research Analyst

Harold G. Kotler, CFA

Founder-Chairman, Chief Investment Officer

Michael S. Baryski

Senior Client Service Associate

Brendan Beaulieu

Client Service Associate

Mark Beidleman

Principal, Regional Sales Director, Southeast

Matthew J. Bucci

Principal, Institutional Relationship Manager

Chase Carmichael

Business Development Manager

Kristin Chisholm, CIMA

Vice President, Relationship Manager

Michael J. Clare

Partner, Director, Institutional

Andrea M. Clark, CFA

Principal, Client Portfolio Manager

Dylan M. Conneely

Senior Client Service Associate

Ugljesa Cvjetan

Client Service Associate

Alec DeWitt

Vice President, Regional Sales Director, West Coast

Daniel J. Fasciano, CFA, CMT, CAIA

Principal, Director, Private Wealth Management

John Ferguson, CFA

Vice President, Regional Sales Director, Northeast

Kara E. Foley

Vice President, Client Service Manager, Institutional

Melissa F. Jacoby

Vice President, Wealth Strategist

Kevin G. Furey

Principal, Senior Client Service Manager

Christopher Iovanna, CFA

Vice President, Client Portfolio Manager

Charles J. Kace III

Vice President, Relationship Manager

Abigail Kinsel

Client Service Associate

Brian T. King, CFA

Partner, Director, Advisory

Ryan Lackey, CFA

Senior Client Service Associate

Mark Lewis, CFA, CFP^®

Principal, Senior Wealth Advisor

Alexander J. Matuschak

Client Service Associate

Christa M. Maxwell, CFA, CIPM

Vice President, Institutional Business Development

James M. McCarthy, CFA

Partner, Director, Client Service/Senior Wealth Advisor

Emily McKenna

Client Service Associate

Ross P. McWilliams, CFA

Vice President, Wealth Advisor

Cody Morgan

Senior Client Service Associate

Chad O’Neil, CFA

Senior Client Service Associate

Joe Pasquale, CFA

Wealth Advisor

Matthew J. Perachi, CFA

Relationship Manager

Scott R. Peterson, CFA, CTFA, AEP

Vice President, Senior Wealth Advisor

Eric Pulsifer

Client Service Associate

John-Ryan Quick

Vice President, Regional Sales Director, New York Metro

Michael V. Rabuffo, CFA

Principal, Client Portfolio Manager

Andrew Russo

Principal, Regional Sales Director, South Central

Julie Sacchiero

Vice President, Wealth Advisor

Nathan T. Sensor

Principal, Regional Sales Director, Midwest

Jeffrey R. Simmons, CIMA

Vice President, Institutional / RIA Business Development

Robert F. Van Note

Vice President, Regional Sales Director, Northwest

Terrence W. Walsh

Principal, Senior Client Service Manager

Leigh S. Williamson, CFA

Partner, Client Portfolio Manager