Meet the Team

Management Team

Daniel L. Lippincott, CFA®

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

Kathleen F. Crane

Kathleen F. Crane Chief Financial Officer

Thomas M. Duffy

Thomas M. Duffy Senior Vice President, Director of Operations

Client Services

David P. Angeline, AIF®

David P. Angeline, AIF® Vice President

Jeff Bradley

Jeff Bradley Director of Business Operations

David A. D’Ambrosio, CFP®

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

Christi Cott-Gaiger

Christi Cott-Gaiger Executive Assistant

Michael Donnelly, CFP®

Michael Donnelly, CFP® Vice President

Michael Floccare

Michael Floccare Vice President

Corey Gallahan, CFP®

Corey Gallahan, CFP® Assistant Vice President

Kim Horeth

Kim Horeth Executive Assistant

Bruce Johnson

Bruce Johnson Executive Assistant

Jennifer Price

Jennifer Price Executive Assistant

Christine Porter

Christine Porter Assistant Vice President

Investment Analysts

William Gelletly

William Gelletly Tax-Sensitive Fixed Income Analyst*

Joseph G. Mowrer

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

James M. Quackenbush, CFA®

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

Christopher Raby, CFA®

Christopher Raby, CFA® Taxable Fixed Income Portfolio Manager*

Taylor Reynolds

Taylor Reynolds Domestic Equity Analyst*

Nathan Roethel

Nathan Roethel International Equity Analyst*

Byron S. Sass, CFA®

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

Charles T. Trible, CFA®

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

Business Development

Brett Gardner

Brett Gardner Senior Vice President*

Tony Mirrione, CFP®

Tony Mirrione, CFP® Performance Analyst

Bozena Pomponio

Bozena Pomponio Manager of Business Development Operations


Jodi Hedberg

Jodi Hedberg Chief Compliance Officer

Caitlin Salvaggio

Caitlin Salvaggio Compliance Assistant

Client Support

Sheri Agnello

Sheri Agnello Operations Manager

Karen Bradbury

Karen Bradbury Administrative Assistant

Teresa Ferris

Teresa Ferris Administrative Assistant

Val Hawks

Val Hawks Administrative Assistant

Jason Kannon

Jason Kannon Client Support Assistant

Julie Mathai

Julie Mathai Operations Assistant

Kathy May

Kathy May Foundation Services Coordinator & Assistant to the President

Dana Warden

Dana Warden Senior Operations Specialist

Accounting & Human Resources

Becca Schneiderman

Becca Schneiderman Staff Accountant

Information Technology

Chris Wirth

Chris Wirth Systems Administrator

*Denotes investment team member