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Meet The Team

John Barry

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Director
Institutional Client Advisor

Timothy M. Mahoney

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Managing Director
Retail Sales

David J. Gorny, CFA

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Director
Communication &Sales Support

Brian P. Harrington

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Managing Director
Sales and Consultant Relations

Jeffrey Duncan

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Director
Consultant Relations

F. Ayesha Bobbitt

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Director
Consultant Relations

James Doe

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Managing Director

Gordon A. Johnson

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Managing Director
Select Equity

Adam Mackey

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Managing Director

Municipal Fixed Income

Hitesh C. Patel, Ph.D.

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Managing Director
Structured Equity

Douglas J. Roman, CFA, CMT

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Managing Director

Large Cap Advantage Equity

Martin C. Schulz, J.D.

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Managing Director
International Equity

Mark McGlone

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Risk Management

Managing Director, Chief Risk Officer

Laura Carr

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Administration and Product Management

Managing Director, Chief Administrative Officer

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