Leadership Team

David E. Sparks
Chairman
Chairman

David R. Kotok
Co-Founder & Strategic Advisor
Co-Founder & Strategic Advisor

Mark J. Myers
Chief Executive Officer
Chief Executive Officer

John R. Mousseau, CFA
Vice Chairman | Chief Investment Officer
Vice Chairman | Chief Investment Officer

Matthew C. McAleer
President & Managing Director of Private Wealth
President & Managing Director of Private Wealth

Benjamin C. Pease
EVP & Managing Director of Asset Management | Chief Innovation Officer
EVP & Managing Director of Asset Management | Chief Innovation Officer

Phyllis Streit
Chief Financial Officer | Corporate Secretary & Treasurer
Chief Financial Officer | Corporate Secretary & Treasurer

DonnaMarie Jackson
EVP & Managing Director of Operations | Chief Technology Officer
EVP & Managing Director of Operations | Chief Technology Officer

Giselle Casella
Chief Compliance Officer
Chief Compliance Officer

David W. Berson, Ph.D., CBE
Chief Economist
Chief Economist