People

Executive Staff

• Martin M. Wasmer - Principal & Chief Executive Officer
• Michael J. Schroeder, CFP® - Principal, President & Chief Investment Officer
• Edward A. Morton, MBA - Principal & Managing Director
• Josephine M. Haines, IACCP^sm - Senior Vice President, Chief Compliance & Operating Officer 

Portfolio Management & Research

• Thomas N. Richmond Jr. - Principal, Managing Director & Portfolio Manager 
• John S. Majoros III - Principal, Managing Director & Portfolio Manager
• Justin S. Land, CFA - Senior Vice President, Portfolio Management & Trading
• Mark A. Iannarelli, CFA - Senior Vice President, Portfolio Management & Trading
• Jason D. Diefenthaler - Senior Vice President, High Yield Portfolio Management, Trading & Research 
• Douglas E. Fowler - Portfolio Manager
• William J. Grigsby, CFA - Director of Corporate Research
• Reid Tomlin - Director of Municipal Research 
• Brian M. Dixon - Associate Portfolio Manager 
• Christopher E. Sheehan - Associate Portfolio Manager
• Scott Rosenblum - Research Analyst
• Brian E. Ferry - Portfolio Analyst
• Loren L. McDougall - Portfolio Management Assistant

Marketing

• Chip Norton - Managing Director - Northeast Region
• Shan Stach - Managing Director - Western Region 
• Jeffrey M. Yun - Vice President - Marketing Director
• Linda D. Wynns - Marketing Administrator 
• Chelsea R. Schuchard - Marketing Associate
• Ruta Bruckute - Marketing Associate

Operations

• Louisa O. Waller, CFP® - Operations Administrator
• Melissa L. Stubelt - Operations Administrator
• Annette C. Bennett - Trading Assistant
• Adrian B. Hunsucker - Trading Assistant

 IT & Systems Management

• Robert W. Stiess - Business Systems Manager
• Jonathan T. Pickel - Systems Analyst

 Client Services

• Libby R. McHugh, CFP® - Director of Client Services
• Betty M. Coomes - Wealth Manager Services Manager
• Sandra L. Blumer - Direct Client Services Manager
• Mia L. Hyatt - Client Services Manager
• Jenny Lynn Dunn - Senior Portfolio Administrator
• Toni Massey - Portfolio Administrator
• Lauren Langlois - Portfolio Administrator
• Yadira Vintimilla - Portfolio Administrator
• Denise Rakich - Client Services Assistant

Accounting

• Kimberley K. Burns - Financial Administrator
• Nancy Cheri - Accounting Assistant

Compliance & Administration

• Irene M. Gardella - Compliance & Corporate Administrator 
• Claudia M. Wagner - Executive Assistant
• Donna A. Levy - Receptionist/Admin Assistant