Fixed Income Group

Investment Team

Paula Horn

Chief Investment Officer, Senior Portfolio Manager

Paul Clark, CFA

Director of Fixed Income Strategies, Senior Portfolio Manager

Richard Marrone

Director of Fixed Income Strategies, Senior Portfolio Manager

Richard Scargill

Director of Fixed Income Strategies Senior Portfolio Manager

Reid Smith, CFA

Director, Fixed Income Strategies, Senior Portfolio Manager

William O’Connor, CFA

Senior Portfolio Manager

Daniel Urbanowicz

Director of Fixed Income Strategies, Senior Portfolio Manager

Keith Weldon, CFA

Senior Portfolio Manager

Eric Zenner, CFA

Senior Portfolio Manager

Kevin Conrath

Portfolio Manager

Dan Kralovec

Associate Portfolio Manager

Investment Philosophy

Fixed Income should be the risk mitigant  in an overall asset allocation. It should provide for a steady, predictable and transparent return both on and of principal.

Our experienced teams share their insights and vision to create customized solutions that meet our clients unique needs.