Team
We have learned that there is no single blueprint for pursuing excellence in investment management. We believe having investment professionals with many decades of investment experience managing assets in varied market climates and a unique firm culture are key ingredients to our clients' long term success. We are committed to cultivating these essential characteristics within our company, so that we may exceed our clients' expectations for absolute and relative investment performance.
Portfolio Management
Co-Portfolio Manager, Large Cap Equity
Portfolio Manager, Private Clients
Lead Portfolio Manager, Micro Cap Equity
Lead Portfolio Manager, Small Core Equity
Lead Portfolio Manager, Small Core Select Equity
Co-Portfolio Manager, Small Growth Equity
Portfolio Manager, Private Clients
Co-Portfolio Manager, Large Cap Equity
Portfolio Manager, Private Clients
Lead Portfolio Manager, Small Value Equity
Co-Portfolio Manager, Micro Cap Equity
Research Analyst
Portfolio Manager, Large Cap Equity
Co-Lead Portfolio Manager, All Cap Equity
Co-Portfolio Manager, Small Core Equity
Co-Portfolio Manger, Small Growth Equity
Co-Portfolio Manager, Small Core Select Equity
Co-Lead Portfolio Manager, All Cap Equity
Lead Portfolio Manager, Large Cap Equity
Lead Portfolio Manager, Small Growth Equity
Co-Portfolio Manager, Small Core Equity
Co-Portfolio Manager, Small Core Select Equity
Co-Portfolio Manager, Large Cap Equity
Research Analyst
Research & Trading
Research Analyst
Research Analyst
Head Trader
Research Analyst
Management & Client Relations
Chief Compliance Officer
Operating Committee
Client Relations
Client Service
Research Assistant
Operating Committee
Client Relations
Douglas J. Morse
Principal
Operating Committee
Client Relations
Marketing