Leslie Kiefer Amann, JD

Chief Fiduciary Officer

Senior Vice President

Shareholder

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Christi N. Arrington, CPA

Accounting Manager

Assistant Vice President

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David A. Bristol, Jr.

Vice Chairman

Principal

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Cullen N. Brock, MBA

Client Investment Advisor

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Mayra A. De Leon, CPA

Senior Accounting and Human Resources Associate

Assistant Vice President

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Anthony J. DeToto, Sr.

Senior Vice President

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Damon L. Drouet, MBA

Senior Systems Manager

Assistant Vice President

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D. Fort Flowers, Jr., CFA

Chief Executive Officer

Chairman

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Lissa S. Gangjee, JD, CFP®

President

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Kelsey R. Giltner, JD

Senior Relationship Officer

Vice President

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Marshall C. Gregory

Senior Investment Analyst

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Phyllis L. Joe, JD, LLM

Lead Wealth Planner

Vice President

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Amor M. Joseph

Senior Operations Associate

Assistant Vice President

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Richard A. LaFont, CPA

Client Relationship Officer

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Julie A. McCaughey, JD

Director of Human Resources and Administration

Senior Vice President

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Dennis A. Montz, MBA, CAIA, CFA

Director of Private Investments

Senior Vice President

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Ross W. Nager, MPA, CPA

Of Counsel

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Helen Qu, MBA, CFA, CPA, CAIA

Director of Hedge Fund Research

Vice President

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Bartley J. Rainey, CFA, CPA

Of Counsel

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James C. Reed, MBA, CFA

Director of Business Operations

Senior Vice President

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M. Taylor Scott, CFA

Senior Client Investment Advisor

Director of External Manager Research

Vice President

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Andrew B. Smith, JD

Senior Relationship Officer

Senior Vice President

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Bruce L. Swanson, PhD

Chief Investment Officer

Senior Managing Director

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Robert J. Sweeney, CPA, CFP®

Of Counsel

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Stephanie A. Trejo

Operations Manager

Assistant Vice President

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Anne-Lise A. Wiegand, CPA

Chief Financial Officer

Senior Vice President

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David L. Zahn, CPA, CFP®

Senior Relationship Officer

Vice President

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Anna M. Ziemnicki, JD

Client Relationship Officer

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