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Business Development

Strategic partners

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Craig Tann, CIMA

Managing Director – Strategic Partners and Client Engagement

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Sarah Saxton

Director – Strategic Partners

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Leslie Schroeder

Director – Strategic Partners

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Emily Wlos

Director – Strategic Partners

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Katie Amburgey, CIMA

Director – Strategic Partners

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Nate Hall

National Director – Partner Relations

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Maggie McGinnis

Director – Digital Engagement

Institutional

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Marques Highland

Director – Institutional

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Kristen Johnson

Associate Director – Institutional Relationships

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Matthew Lehner, CIMA

Director – Institutional

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Kelsey Powell

Director – Client Engagement

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Matthew Stadelman, CFA

Managing Director – Institutional Relationships and Portfolio Specialist

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Mark Theado

Senior Associate – Client Engagement

Intermediary business development

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Colin Prescott

Managing Director – Business Development

Wirehouse and Broker-Dealer Team

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Joe Penner

Channel Director – Business Development

AL, AR, FL, GA, IN, KY, LA, MS, NC, OH, OK, PA, SC, TN, TX, WV
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Ed Vukmirovich, CIMA

Director – Business Development

AK, AZ, CA, HI, ID, NV, OR, UT, WA
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Luke Berger, CFA, CAIA

Director - Business Development

CT, DE, ME, MD, MA, NH, NJ, NY, PA, RI, VT, VA
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Chris McCarry, AIF

Director - Business Development

CO, IL, IA, KS, MI, MN, MO, NE, SD, WI, WY, NM, ND, MT

RIA and Bank & Trust

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Brad Milavsky, CAIA

Director – Business Development

AK, AZ, CA, CO, HI, MT, NE, ND, NV, OR, SD, UT, WA, WY
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Mike Bowser

Director – Business Development

AR, IL, IA, KS, LA, MN, MO, OK, TX, WI
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Eric Reinhardt

Director – Business Development

AL, DC, FL, GA, MD, MS, NC, OH, PA, SC, TN, VA, WV
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Max Pauly, CFA

Director – Business Development

CT, DE, IN, KY, MA, ME, MI, NH, NJ, NY, OH, PA, RI, VT
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Derek Colston

Director – Relationship Management

Internal Sales

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David Corbi, CFA

Associate - Business Development