Our People
Each member of our firm plays an important role in serving the needs of our clients and partners.
Investment Professionals
Stephen J. Amyouny, CFA
Co-Chief Executive Officer
William H. Apfel, CFA
Chief Investment Officer
Amy D. Augustine
Director of ESG Investing
Samantha Burke
ESG Analyst
Nichols W. Caldwell, CFA
Manager, Institutional Markets
Domenic Colasacco, CFA
Chairman
Mark E. Cushing, CFA
Director of Strategic Initiatives
Laura Devenney
Senior ESG Analyst
Jared Fernandez
ESG Analyst
Ashish Gandhi
Manager, Institutional Markets
Russell T. Gentry, CFA
Manager, Trading Systems and Head Fixed Income Trader
Elaine Rosenfield Gillim, CFA
Senior Wealth Advisor
Kimberly D. Gluck, CFA
Managing Director
Kristin John
ESG Associate
Amy Crandall Kaser, CFP®
Portfolio Manager
Ying Liu, CFA, FRM
Investment Analyst
Leanne Moore
Portfolio Manager
David A. Murray
Head Equity Trader
Jason T. O’Connell, CFA, CAIA, CFP®
Portfolio Manager
Nathaniel J. Riley, CFA
Strategist
David A. Sandell, CFA
Portfolio Manager
Lucia Santini, CFA
Managing Director
Kenneth P. Scott, CFA
Co-Chief Executive Officer
Timothy Smith
Director of ESG Shareowner Engagement
Heidi Soumerai, CFA
Managing Director
Heidi H. Vanni, CFA
Managing Director
Richard Q. Williams, CFA
Managing Director
Mark Zagata, CFA
Portfolio Manager
Aaron John Ziulkowski, CFA
Investment Analyst and Manager, ESG Integration
Patricia Brennan Leary, CFA, CTFA
In Memoriam, 1961 - 2019
Client Service Professionals
Stephen Benevento, CFP®, CTFA
Director of Client Administration
Charles Bryant
Senior Portfolio Administrator
Maliha Bukhari
Portfolio Associate
Andrew Chin
Portfolio Administrator
Eileen Craven
Senior Portfolio Administrator
Damian Despotovski
Portfolio Administrator
Jacob Goodkin
Portfolio Associate
Samantha Joyce, CFP®
Client Relationship Manager
Ellen A. Lotufo, CISP
Client Relationship Manager
Helen Manning
Senior Portfolio Administrator
Sarah E. Robinson
Client Relationship Manager
William Thompson
Senior Portfolio Administrator
Corporate Managers
Thomas J. Boland, JD
Associate General Counsel and Compliance Manager
Karen Corbosiero
Director of Operations
Jennifer Ellis, CPA
Chief Financial Officer
Sarah T. Kelly, JD, CFP®
Chief Operating Officer and General Counsel
Lindsey A. Lane
Director of Marketing and Communications
Katrina L. Pelsue
Manager, Fund Services
Tammy Perry, CIPM
Manager of Investor Support
Kathleen E. Splaine
Director of Information Technology
Ann A. Ward
Director of Human Resources
Investor Services
Paulo Almeida
Mutual Fund Intermediary Specialist
Meghan Doherty
Business Development Associate
Dana Elfenbein
Human Resources Associate
Jon Eng
Senior Operations Analyst
Heather Ferris
Fund Services Coordinator
Richard Guerrier
Senior Operations Associate
William Harper
Senior IT Analyst
Matthew McKay
Business Development Analyst
Kevin McLaughlin
Tax Manager & Fiduciary Specialist
Antoine Nessralla
Compliance Analyst
Jamie Silva
Compliance Associate
Mark Travers
Senior Infrastructure Manager
Brieana Valdez
Operations Associate
Usman Yousaf
Senior Accounting Associate