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Meet The Team

John Barry

Director
Institutional Client Advisor

Timothy M. Mahoney

Managing Director
Retail Sales

David J. Gorny, CFA

Director
Communication &Sales Support

Brian P. Harrington

Managing Director
Sales and Consultant Relations

Jeffrey Duncan

Director
Consultant Relations

F. Ayesha Bobbitt

Director
Consultant Relations

James Doe

Managing Director

Gordon A. Johnson

Managing Director
Select Equity

Adam Mackey

Managing Director

Municipal Fixed Income

Hitesh C. Patel, Ph.D.

Managing Director
Structured Equity

Douglas J. Roman, CFA, CMT

Managing Director

Large Cap Advantage Equity

Martin C. Schulz, J.D.

Managing Director
International Equity

Mark McGlone

Risk Management

Managing Director, Chief Risk Officer

Laura Carr

Administration and Product Management

Managing Director, Chief Administrative Officer

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