Leadership Team

David R. Kotok
David R. Kotok
Co-Founder and Chief Investment Officer
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
Chief Executive Officer & Director of Fixed Income
MATTHEW C. MCALEER
Matthew C. McAleer
President & Director of Private Wealth
MARK MYERS
Mark Myers
Chief Operating Officer
DAISY G. LOPEZ
Daisy Lopez
Executive Vice President of Operations
Phyllis Streit
Phyllis Streit
Chief Financial Officer & Managing Director