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
Executive Managing Director
William H. Apfel, CFA
Executive Managing Director
Amy D. Augustine
Director of ESG Investing
Nichols W. Caldwell, CFA
Manager, Institutional Markets
Belinda Cavazos, CFA
Managing Director
Domenic Colasacco, CFA
Chairman
Mark E. Cushing, CFA
Managing Director
Laura Devenney
Senior ESG Research Analyst
Jared Fernandez
ESG Research Analyst
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
Amy Crandall Kaser, CFP®
Portfolio Manager
Ying Liu, CFA, FRM
Investment Analyst
Leanne Moore
Senior Investment Analyst
David A. Murray
Head Equity Trader
Jason T. O’Connell, CFA, CAIA, CFP®
Portfolio Manager
Mohaira Osman
ESG Research Analyst
Nathaniel J. Riley, CFA
Strategist
David A. Sandell, CFA
Portfolio Manager
Lucia Santini, CFA
Managing Director
Kenneth P. Scott, CFA
Executive Managing Director
Timothy Smith
Director of ESG Shareowner Engagement
Heidi Soumerai, CFA
Managing Director
Heidi H. Vanni, CFA
Managing Director
Richard Q. Williams, CFA
Portfolio Manager
Mark Zagata, CFA
Senior Investment Analyst
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 Associate
Eileen Craven
Senior Portfolio Administrator
Damian Despotovski
Portfolio Associate
Samantha Joyce, CFP®
Client Relationship Manager
Ellen A. Lotufo, CISP
Client Relationship Manager
Helen Manning
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®
General Counsel and Director of Risk Management
Lindsey A. Lane
Marketing Manager
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
Meghan Doherty
Business Development Associate
Dana Elfenbein
Human Resources Associate
Jon Eng
Operations Analyst
Heather Ferris
Fund Services Coordinator
Richard Guerrier
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
Usman Yousaf
Senior Accounting Associate