Your Team

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Josh Russell

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Shane Weaver

Director of Operations

Paul Ganow

Financial Professional