Our People:

Jason Apruzzese, CFA

Vice President

Municipal Bond Research Analyst

Jason Audette

Senior Vice President

Fixed Income Portfolio Manager and Research Analyst

James L. Bosland, CFA

Senior Vice President

Fixed Income Portfolio Manager

Margaret J. Brennan

Assistant Vice President

Assistant Portfolio Manager

Sarah Brodeur

New Business Onboarding Analyst

Lauren B. Brown

Vice President

Portfolio Manager and Research Analyst

Daniel T. A. Buckley, CFA

Senior Vice President

Director of Equity Management, Portfolio Manager

Vinny Capolupo, CIMA®

Vice President

Institutional Sales

Matthew C. Casieri

Assistant Portfolio Manager

Douglas C. Chamberlain, CFA

President and Chief Executive Officer

Geoffrey D. Chamberlain, CFA

Senior Vice President

Director of Portfolio Management, Portfolio Manager, and Sr. Research Analyst

Sonia Chebout

Compliance Officer

Anson C. Clough, CFA, CFP®

Senior Vice President

Managing Director, Fixed Income

Robert L. Conley III, CFA, CIPM®

Senior Performance Analyst

Jason R. Cook, CFA

Vice President

Research Analyst

Zachary M. Cordelli

Junior Fixed Income Systems Analyst & Trading Assistant

Gary B. Crofton

Senior Vice President

Fixed Income Portfolio Manager

Tim Delaney, CFA, CMT®

Vice President

Trading and Portfolio Implementation Strategist

Michael DiGiando, PMP

Vice President

Business Systems Analyst

Gregory J. Donoghue

Senior Vice President

Director of Operations

Whitney Pearce Fitts, CFA

Senior Vice President

Fixed Income Portfolio Manager and Research Analyst

Jennifer M. Hall, CFP®

Vice President

Portfolio Manager

Nathan W. Harris, CFA

Senior Vice President

Director, Municipal Research

Benjamin P. Holcombe

Vice President

Institutional Sales and Marketing

Michael Howard, Esq., IACCP®

Senior Vice President

Chief Compliance Officer and In-House Counsel

Michele D. Hubley, IACCP®

Co-Chief Operating Officer

Senior Vice President, Treasurer, and Director of Human Resources

H.L. Jeffrey Johnson

Senior Vice President

National Sales Manager

Redis Kelmendi

Assistant Vice President

New Business Analyst

Ryan J. Kiska

Fixed Income Trading Assistant

Robert A. Krantz

Co-Chief Operating Officer

Senior Vice President, Marketing and Distribution Strategy

Gregory A. Lally

Senior Vice President

Fixed Income Portfolio Manager

Samantha S. Martell

Vice President

Institutional Client Service Manager

Jesse Martin

Vice President

Institutional Sales

Jennifer McDermott

Vice President

Municipal Bond Research Analyst

Megan E. McKenna

Assistant Vice President

Office Manager

Kelly C. McKernan

Senior Vice President

Portfolio Manager

David Melanson

Assistant Portfolio Manager

Stephen A. Michienzi, CFA

Equity Research Analyst

Lauren E. Middleton

Assistant Vice President

Assistant Treasurer, Corporate Finance

Lori J. Nazzaro

Assistant Vice President

Senior Operations Manager

Kerry L. Needham, IACCP®

Senior Vice President

Director of Client Services

James M. O’Neil Jr., Esq., AEP®

Senior Vice President

Managing Director of Private Client Services

Drew Peterson, CFA, CIPM®

Vice President

Corporate Bond Research Analyst, Macro Strategist

Dustin Ping

Senior Operations Analyst

Nancy H. Place

Senior Vice President

Portfolio Manager

James C. Quealy, CFA

Senior Vice President

Fixed Income Portfolio Manager and Research Analyst

Michael B. Retrum

Senior Operations Analyst

Santina M. Riley

Assistant Portfolio Manager

Caroline R. Schmidt, CFA

Municipal Bond Research Analyst

Aarti Sharma

New Business Associate

Punit Shetty

Senior Vice President

Chief Technology Officer, Managing Director of IT & Operations

Loretta K. Sullivan

Fixed Income Trader

Chris Sutherland, CFP®, CWS®

Senior Vice President

Portfolio Manager & Financial Planner

Jack F. Telman

Marketing Information Analyst

Jill L. Timlin

Vice President

Manager, Marketing Communications

Ryan G. Tracy

Vice President

Portfolio Manager and Research Analyst

Asofaafetai “Lou” Tukia

Assistant Vice President

Network/Database Administrator, Information Security Officer

Morgan L. Usen

Assistant Portfolio Manager