Our People:

Your Partners in Success

Our experienced team proudly operates in an environment defined by close collaboration and personnel continuity, characteristics that ultimately help enhance our client relationships.

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Aarti Sharma

New Business Associate

Anson C. Clough, CFA, CFP®

Senior Vice President
Managing Director, Fixed Income

Asofaafetai “Lou” Tukia

Assistant Vice President
Network/Database Administrator, Information Security Officer

Benjamin P. Holcombe

Vice President
Institutional Sales and Marketing

Caroline R. Schmidt, CFA

Assistant Vice President
Municipal Bond Research Analyst

Chris Sutherland, CFP®, CWS®

Senior Vice President
Portfolio Manager & Financial Planner

Daniel T. A. Buckley, CFA

Senior Vice President
Director of Equity Management, Portfolio Manager

David Melanson

Assistant Portfolio Manager

Douglas C. Chamberlain, CFA

President and Chief Executive Officer

Drew Peterson, CFA, CIPM®

Vice President
Corporate Bond Research Analyst, Macro Strategist

Dustin Ping

Senior Operations Analyst

Geoffrey D. Chamberlain, CFA

Senior Vice President
Director of Portfolio Management, Portfolio Manager, and Sr. Research Analyst

Gregory A. Lally

Senior Vice President
Fixed Income Portfolio Manager

Gregory J. Donoghue

Senior Vice President
Director of Operations

H.L. Jeffrey Johnson

Senior Vice President
Managing Director, Institutional Business Development

Irving Dunn

Vice President
Comptroller

Jack F. Telman

Marketing Information Analyst

James C. Quealy, CFA

Senior Vice President
Head of Municipal Trading

James L. Bosland, CFA

Senior Vice President
Fixed Income Portfolio Manager

James M. O’Neil Jr., Esq., AEP®

Senior Vice President
Managing Director of Private Client Services

Jason Apruzzese, CFA

Vice President
Municipal Bond Research Analyst

Jason Audette

Senior Vice President
Fixed Income Portfolio Manager and Research Analyst

Jason R. Cook, CFA

Vice President
Research Analyst

Jennifer M. Hall, CFP®

Vice President
Portfolio Manager

Jesse Martin

Vice President
Institutional Sales

Jill L. Timlin

Vice President
Manager, Marketing Communications

Kelly C. McKernan

Senior Vice President
Portfolio Manager

Kerry L. Needham, IACCP®

Senior Vice President
Director of Client Services

Lauren E. Middleton

Assistant Vice President
Assistant Treasurer, Corporate Finance

Loretta K. Sullivan

Assistant Vice President
Fixed Income Trader

Lori J. Nazzaro

Assistant Vice President
Senior Operations Manager

Margaret J. Brennan

Assistant Vice President
Assistant Portfolio Manager

Matthew C. Casieri

Assistant Portfolio Manager

Megan E. McKenna

Assistant Vice President
Office Manager

Michael B. Retrum

Senior Operations Analyst

Michael DiGiando, PMP

Vice President
Business Systems Analyst

Michael Howard, Esq., IACCP®

Senior Vice President
Chief Compliance Officer and In-House Counsel

Michele D. Hubley, IACCP®

Executive Vice President
Treasurer and Human Resources

Nancy H. Place

Senior Vice President
Portfolio Manager

Nathan W. Harris, CFA

Senior Vice President
Director, Municipal Research

Punit Shetty

Senior Vice President
Chief Technology Officer, Managing Director of IT & Operations

Redis Kelmendi

Vice President
New Business Analyst

Robert A. Krantz

Chief Operating Officer
Senior Vice President, Marketing and Distribution Strategy

Robert L. Conley III, CFA, CIPM®

Senior Performance Analyst

Ryan G. Tracy

Vice President
Portfolio Manager and Research Analyst

Ryan J. Kiska

Fixed Income Trading Assistant

Samantha S. Martell

Vice President
Institutional Client Service Manager

Santina M. Riley

Assistant Portfolio Manager

Sarah Brodeur

New Business Onboarding Analyst

Sonia Chebout

Compliance Officer

Stephen A. Michienzi, CFA

Equity Research Analyst

Tim Delaney, CFA, CAIA, CMT®

Vice President
Trading and Portfolio Implementation Strategist

Vinny Capolupo, CIMA®

Vice President
Institutional Sales

Whitney Pearce Fitts, CFA

Senior Vice President
Head of Municipal Portfolio Management

Zachary M. Cordelli

Fixed Income Systems Analyst & Trading Assistant