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Our People

Each member of our team plays an important role in serving the needs of our clients and partners.


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Investment Professionals

Stephen Amyouny

Stephen J. Amyouny, CFA

Executive Managing Director

William Apfel

William H. Apfel, CFA

Executive Managing Director

Amy D. Augustine

Director of ESG Investing

Nichols Caldwell

Nichols W. Caldwell, CFA

Manager, Institutional Markets

Belinda Cavazos

Belinda Cavazos, CFA

Managing Director

Domenic Colasacco, CFA

Chairman

Mark Cushing

Mark E. Cushing, CFA

Managing Director

Russell Gentry

Russell T. Gentry, CFA

Manager, Trading Systems and Head Fixed Income Trader

Elaine Gillim

Elaine Rosenfield Gillim, CFA

Senior Wealth Advisor

Kimberly Gluck

Kimberly D. Gluck, CFA

Managing Director

Amy Crandall Kaser

Amy Crandall Kaser, CFP®

Portfolio Manager

Patricia Brennan Leary

Patricia Brennan Leary, CFA, CTFA

Portfolio Manager

Ying Liu

Ying Liu, CFA, FRM

Investment Analyst

Leanne Moore

Senior Investment Analyst

David Murray

David A. Murray

Head Equity Trader

Jason T. O’Connell

Jason T. O’Connell, CFA, CAIA, CFP®

Portfolio Manager

Mohaira Osman

Mohaira Osman

ESG Research Analyst

Nathaniel J. Riley

Nathaniel J. Riley, CFA

Portfolio Manager

David A. Sandell

David A. Sandell, CFA

Portfolio Manager

Lucia Santini

Lucia Santini, CFA

Managing Director

Kenneth P. Scott

Kenneth P. Scott, CFA

Executive Managing Director

Timothy Smith

Timothy Smith

Director of ESG Shareowner Engagement

Heidi Soumerai

Heidi Soumerai, CFA

Managing Director

Heidi H. Vanni

Heidi H. Vanni, CFA

Managing Director

Richard Q. Williams

Richard Q. Williams, CFA

Portfolio Manager

Mark Zagata

Mark Zagata, CFA

Senior Investment Analyst

Aaron John Ziulkowski

Aaron John Ziulkowski, CFA

Investment Analyst and Manager, ESG Integration

Client Service Professionals

Stephen Benevento

Stephen Benevento, CFP®, CTFA

Director of Client Administration

Charles Bryant

Charles Bryant

Senior Portfolio Administrator

Maliha Bukhari

Maliha Bukhari

Portfolio Associate

Andrew Chin

Andrew Chin

Portfolio Associate

Eileen Craven

Eileen Craven

Senior Portfolio Administrator

Damian Despotovski

Damian Despotovski

Portfolio Associate

Samantha Joyce

Samantha Joyce, CFP®

Client Relationship Manager

Ellen A. Lotufo

Ellen A. Lotufo, CISP

Client Relationship Manager

Helen Manning

Helen Manning

Portfolio Administrator

Sarah E. Robinson

Sarah E. Robinson

Client Relationship Manager

William Thompson

William Thompson

Senior Portfolio Administrator

Corporate Managers

Thomas Boland

Thomas J. Boland, JD

Associate General Counsel and Compliance Manager

Karen Corbosiero

Karen Corbosiero

Director of Operations

Jennifer Ellis

Jennifer Ellis, CPA

Chief Financial Officer

Sarah T. Kelly

Sarah T. Kelly, JD, CFP®

General Counsel and Director of Risk Management

Lindsey A. Lane

Lindsey A. Lane

Marketing Manager

Katrina L. Pelsue

Katrina L. Pelsue

Manager, Fund Services

Tammy Perry

Tammy Perry, CIPM

Manager of Investor Support

Kathleen E. Splaine

Director of Information Technology

Ann A. Ward

Ann A. Ward

Director of Human Resources