Leadership Team

David R. Kotok
David R. Kotok
Co-Founder & Strategic Advisor
MARK MYERS
Mark J. Myers
Chief Executive Officer
JOHN R. MOUSSEAU, CFA
John R. Mousseau, CFA
Vice Chairman | Chief Investment Officer
MATTHEW C. MCALEER
Matthew C. McAleer
President & Managing Director of Private Wealth
Benjamin Pease
Benjamin C. Pease
EVP & Managing Director of Asset Management | Chief Innovation Officer
Phyllis Streit
Phyllis Streit
Chief Financial Officer | Corporate Secretary & Treasurer
DonnaMarie Jackson
DonnaMarie Jackson
EVP & Managing Director of Operations | Chief Technology Officer
blue screen
Giselle Casella
Chief Compliance Officer