Meet the Team

Daniel L. Lippincott, CFA® President, Chief Investment Officer*

Kathleen F. Crane Chief Financial Officer

Thomas M. Duffy Senior Vice President, Director of Operations

David P. Angeline, AIF® Vice President

Jeff Bradley Director of Business Operations

David A. D’Ambrosio, CFP® Senior Vice President

Christi Cott-Gaiger Executive Assistant

Michael Donnelly, CFP® Vice President

Michael Floccare Vice President

Corey Gallahan, CFP® Assistant Vice President

Kim Horeth Executive Assistant

Bruce Johnson Executive Assistant

Jennifer Price Executive Assistant

Christine Porter Assistant Vice President

William Gelletly Tax-Sensitive Fixed Income Analyst*

Joseph G. Mowrer Senior Tax-Sensitive Fixed Income Analyst*

James M. Quackenbush, CFA® Director of Investment Personnel/Domestic Equity Portfolio Manager*

Christopher Raby, CFA® Taxable Fixed Income Portfolio Manager*

Taylor Reynolds Domestic Equity Analyst*

Nathan Roethel International Equity Analyst*

Byron S. Sass, CFA® Senior Taxable Fixed Income Analyst*

Charles T. Trible, CFA® International Equity Portfolio Manager*

Brett Gardner Senior Vice President*

Tony Mirrione, CFP® Performance Analyst

Bozena Pomponio Manager of Business Development Operations

Jodi Hedberg Chief Compliance Officer

Caitlin Salvaggio Compliance Assistant

Karen Bradbury Administrative Assistant

Teresa Ferris Administrative Assistant

Val Hawks Administrative Assistant

Jason Kannon Client Support Assistant

Julie Mathai Operations Assistant

Kathy May Foundation Services Coordinator & Assistant to the President

Dana Warden Senior Operations Specialist

Becca Schneiderman Staff Accountant