Meet the Team

Management Team

Daniel L. Lippincott, CFA®
Bio

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

Kathleen F. Crane
Bio

Kathleen F. Crane Chief Financial Officer

Thomas M. Duffy
Bio

Thomas M. Duffy Senior Vice President, Director of Operations

Client Services

David P. Angeline, AIF®
Bio

David P. Angeline, AIF® Senior Vice President

Jeff Bradley
Bio

Jeff Bradley Director of Business Operations

David A. D’Ambrosio, CFP®
Bio

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

Rick Cott
Bio

Rick Cott Managing Director - Southeast

Christi Cott-Gaiger
Bio

Christi Cott-Gaiger Executive Assistant

Michael Floccare
Bio

Michael Floccare Vice President

Corey Gallahan, CFP®
Bio

Corey Gallahan, CFP® Assistant Vice President

Kim Horeth
Bio

Kim Horeth Executive Assistant

Bruce Johnson
Bio

Bruce Johnson Executive Assistant

Jennifer Price
Bio

Jennifer Price Executive Assistant

Christine Porter
Bio

Christine Porter Assistant Vice President

Kathryn Sengupta
Bio

Kathryn Sengupta Executive Assistant

Investment Analysts

Joseph G. Mowrer III

Joseph G. Mowrer III 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®, CMT®

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

Benjamin Visca

Benjamin Visca Investment Analyst*

Business Development

Tony Mirrione, CFP®

Tony Mirrione, CFP® Performance Analyst

Bozena Pomponio

Bozena Pomponio Manager of Business Development Operations

Compliance

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

Michael Hura

Michael Hura Operations 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

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.