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Our Team

Our values guide us, our team defines us.


Alan C. Ashworth, CFA, CAIA

Principal, Client & Business Development - South

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Berkley Barrett

Compliance Administrator

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Justin Briggs

Product Specialist

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David Brooks, CAIA, FRM

Principal, Director of Trading

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Ann Brown

Administrative Assistant

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Jacquelyn Brown

Marketing Associate

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J. Brian Campbell, CFA

Principal, Co-Lead Portfolio Manager

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Jack Carignan

Portfolio Administrator

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Melissa Carlucci

Principal, Chief Operating Officer

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TJ Carter, CFA, CPA

Portfolio Manager

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Kristy Ciaschi

Principal, Head of Marketing

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Lindsay Clarke

Marketing Specialist

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Mark DeVaul, CFA, CPA

Principal, Portfolio Manager

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Laura Gardner

Portfolio Specialist

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Alexander Fraser, CFA

Research Analyst

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Brinelle Genus

Information Technology Associate

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Stephen Goddard, CFA

Founder, Chairman, CIO, and Co-Lead Portfolio Manager

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Stephen Goddard Jr.

Client & Business Development

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Andrew Goodenough

Client & Business Development - Midwest

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Jeffrey Gurnett

Principal, Head of Business Applications & Technology

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Christopher Harper, CFA

Research Analyst

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Alejandra Hatcher-Mendoza

Accountant

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Ryan Hissey

Client & Business Development

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Samuel D. Hutchings, CFA

Principal, Co-Lead Portfolio Manager

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Gina Hughes

Portfolio Administrator

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Sowmya Konda

Head of Operations

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Michael Lanotte

Senior Equity Trader

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Michele Lifsey

Principal, Senior Performance & Compliance Administrator

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Joshua Mack

Research Associate

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Timothy C. McCoy, Jr.

Principal, Head of Client & Business Development

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T. Guyon McKnight, CFA

Client Portfolio Manager

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Jonathan Moody, CFA

Principal, Portfolio Manager

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Mae Morgan, CPA

Principal, Chief Financial Officer

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Stephen Owen, CFA

Principal, Chief Executive Officer

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Torey Pellegrini, CFA

Client & Business Development, Intermediaries

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Charles Perkins, CFA

Research Analyst

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Ann Pollard

HNW Client Services Specialist

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Anne Goddard Rand

Executive Assistant

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Rocco Ranieri, CFA

Client Portfolio Manager

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Rosana Sheldon

Head of Human Resources

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Brianna Smith

Operations Support Administrator

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Cullen Smith

Research Associate

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John Snow III, CFA

Principal, Senior Research Analyst

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Mike Sutter

Client & Business Development - West

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Blake Thompson

Equity Trader

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Kayla Veschi

Digital Marketing Specialist

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Robert Wainscott

Principal, Client & Business Development - East

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Jack Wang, CFA

Research Analyst

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Andrew Wetzel

Principal, Chief Compliance Officer

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Jessica Wilson, CFA

Research Analyst

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Kelly Young

Principal, Senior Operations Specialist

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