Investments
Dedicated Investment Staff Navigating the Markets for You
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Investment Team
Chris Adamo
Portfolio Manager & Trader
Sean Anderson
Senior Trader & Associate Portfolio Manager
Corey Beezhold
Senior Trader
Eric Bland, CFP®, CFA
Principal & Managing Director, Portfolio Management & Trading
Ross Bramwell, CFA
Principal & Managing Director, Investment Communications
Ford Donohue, CFA
Principal & Managing Director, Public Markets
Emilio Egea
Senior Investment Analyst
Jonathan Farr, CFA
Director, Private Markets
Kyle Harris, CFA
Portfolio Manager & Trader
Sarah Hipp Hauptman
Managing Director, Private Real Estate
Joel Houck, CFP®, CFA, CAIA
Principal & Managing Director, Investment Solutions
Max Hurd
Investment Analyst
Stephanie Lang, CFA
Principal & Chief Investment Officer
Michael Mele, CFA
Portfolio Manager
Dan Mento, CFA
Portfolio Manager
Jonathan Morgan
Investment Analyst
Josh Rowe, CFA, PhD
Principal & Managing Director, Research & Family Office Investment Strategy
Zach Ruchman
Principal & Managing Director, Private Markets
Matthew Sanders
Senior Investment Analyst
Adam Shealy, CFA
Director, Fixed Income
Fitz Smoak, CFA, CAIA
Senior Investment Analyst
David Zisek, CFA
Senior Investment Analyst