Meet the Team
Management Team
Client Services
Julia Kellogg Client Service Associate
Tom Waters Head of Business Development
Investment Analysts
Joseph G. Mowrer III 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®, CMT® International Equity Portfolio Manager*
Benjamin Visca Investment Analyst*
Business Development
Tony Mirrione, CFP® Performance Analyst
Bozena Pomponio Manager of Business Development Operations
Emma Moran Business Development Representative
Compliance
Jodi Hedberg Chief Compliance Officer
Caitlin Salvaggio Compliance Assistant
Client Support
Sheri Agnello Operations Manager
Karen Bradbury Administrative Assistant
Teresa Ferris Administrative Assistant
Val Hawks Administrative Assistant
Michael Hura Operations Assistant
Jason Kannon Client Support Assistant
Julie Mathai Operations Assistant
Kathy May Foundation Services Coordinator & Assistant to the President
Dana Warden Senior Operations Specialist
Accounting & Human Resources
Becca Schneiderman Staff Accountant
Information Technology
Chris Wirth Systems Administrator
*Denotes investment team member
Designations:
Certified Financial Planner™ (CFP®)
Candidates must pass a CFP®-board registered program or hold one of seven advanced degrees, designations or professional licenses and pass the CFP® exam. Prerequisites include a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. Thirty hours of continuing education must be completed every two years. Areas of study include insurance and estate planning, employee benefit and tax planning, as well as investment and retirement planning. CFP® practitioners are also subject to strict adherence to the CFP® Board’s Financial Planning Practice Standards and Professional Code of Ethics and Responsibility.
Chartered Market Technician (CMT®)
This designation is conferred by the Chartered Market Technicians Association. To earn the CMT® designation, candidates must successfully complete three sequential levels of examinations. In passing these exams, candidates demonstrate their mastery of a core body of knowledge of market-based technical analysis in portfolio management settings. To be eligible for this designation, CMT® charter holders are required to have three years of professional analytical or investment management experience and be members of the Chartered Market Technicians Association prior to receiving their designation. Charter holders also must commit to abide by the CFA® Institute Code of Ethics and Standards of Professional Conduct.
Chartered Financial Analyst (CFA®)
Chartered Financial Analyst is a professional designation awarded by CFA® Institute. To earn the CFA® designation, candidates must pass the CFA® Program, a graduate- level self-study program that combines a broad curriculum with professional conduct requirements, culminating in three sequential exams. The three levels of the CFA® Program collectively test a variety of investment topics, including ethical and professional standards, equity and fixed-income analysis, alternative and derivative investments, and portfolio management. CFA® charterholders must have an undergraduate degree and four years of professional experience involving investment decision making or four years of qualified professional experience. Charterholders must also commit to abide by the CFA® Institute Code of Ethics and Standards of Professional Conduct.
Accredited Investment Fiduciary (AIF®) Certification
The AIF® designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF Code of Ethics. To maintain the AIF® designation, the individual must annually renew their affirmation of the AIF® Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC.