Leadership Team
David E. Sparks
Chairman
Chairman
David R. Kotok
Co-Founder and Chief Investment Officer
Co-Founder and Chief Investment Officer
John R. Mousseau, CFA
Chief Executive Officer & Director of Fixed Income
Chief Executive Officer & Director of Fixed Income
Matthew C. McAleer
President & Director of Private Wealth
President & Director of Private Wealth
Mark Myers
Chief Operating Officer
Chief Operating Officer
Daisy Lopez
Executive Vice President of Operations
Executive Vice President of Operations
Phyllis Streit
Chief Financial Officer & Managing Director
Chief Financial Officer & Managing Director