Private Wealth Management Team

David Kotok
David R. Kotok
Chairman & Chief Investment Officer
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
President, Chief Executive Officer, & Director of Fixed Income
MATTHEW C. MCALEER
Matthew C. McAleer
Executive Vice President & Director of Equity Strategies
LEO CHEN, PH.D.
Leo Chen, Ph.D.
Quantitative Strategist
Todd Engelhardt
Todd Engelhardt
Regional Director of Investments
Michael McNiven, Ph.D.
Michael McNiven, Ph.D.
Senior Vice President & Regional Director of Investments
Michael Blackmon, CFA
Michael Blackmon, CFA
Regional Director of Investments
Charles Metzler
Charles Metzler
Wealth Management Associate