New Insight Video on the Opportunity in Municipal Bonds
Please check out our interview with Daniel Lippincott where he explains the current opportunity in Municipal bonds. Learn more
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
Rick Cott Managing Director - Southeast
Christi Cott-Gaiger Executive Assistant
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
Kathryn Sengupta Executive Assistant
William Gelletly Tax-Sensitive Fixed Income Analyst*
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® International Equity Portfolio Manager*
Tony Mirrione, CFP® Performance Analyst
Bozena Pomponio Manager of Business Development Operations
Jodi Hedberg Chief Compliance Officer
Caitlin Salvaggio Compliance Assistant
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
Becca Schneiderman Staff Accountant
Chris Wirth Systems Administrator
*Denotes investment team member