Senior Leadership

Scott Roberts

President and Chief Executive Officer

Devansh Patel

Senior Managing Director

Paula Horn

Chief Investment Officer,
Senior Portfolio Manager

Greg Glidden

Chief Equity Strategist

John Brinckerhoff, Sr.

Chief Marketing Officer

Jack O’Callahan

Senior Managing Director

Craig Vanucci, CFA

Senior Managing Director,
Marketing & Client Service

Elizabeth Watkins

Senior Managing Director,
Chief Compliance Officer

Cindi Pérez

Chief Operating Officer

Renée Ansbro

Chief Financial Officer

To build a great business, start with great people. This simple strategy is what helps our clients sleep easy. You have our commitment that honestly and ethically we’ll provide solutions with transparency and open communication. 

—Scott Roberts, President and CEO

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


We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings

GDPR