Our Team

Jump to…
Management + Senior Team »
Advisory »
Research »
Operations »

Management + Senior Team

Gregory Curtis

Chairman and Managing Director · bio »

h1Gregory R. Friedman

Chief Executive Officer
and Managing Director · bio »

Jim Foster

Chief Investment Officer
and Managing Director · bio »

h1Matthew Litwin

Head of Manager Research
and Managing Director · bio »

h1Roy W. Nichol, CFA

Managing Director · bio »

h1Mark J. Laskow

Managing Director · bio »

h1David R. Lovejoy

Managing Director · bio »

h1Gretchen Shoup

Chief Operating Officer, Chief Compliance Officer and Managing Director · bio »

Mark Thomas, PhD

Managing Director · bio »

h1Kristi Combs

Director · bio »

h1Chad Cribbs

Director · bio »

h1Christopher Fineburg, CFA

Director · bio »

Stephanie Halpern

Director · bio »

h1Brian La Bore

Director · bio »

h1Jeff Moyer, CFA, CPWA®

Director · bio »

Jamie Linhart

Director of Operations · bio »

Advisory

Gregory Curtis

Chairman and Managing Director · bio »

h1Gregory R. Friedman

Chief Executive Officer
and Managing Director · bio »

Jim Foster

Chief Investment Officer
and Managing Director · bio »

h1Roy W. Nichol, CFA

Managing Director · bio »

h1Christopher Fineburg, CFA

Director · bio »

h1Jeff Moyer, CFA, CPWA®

Director · bio »

Kyle Foster

Senior Investment Analyst · bio »

Jared Zeigler, CFA

Senior Investment Analyst · bio »

Teresa Armel, CIPM

Investment Analyst · bio »

Ryan Keegan

Investment Analyst · bio »

Research

h1Matthew Litwin

Head of Manager Research
and Managing Director · bio »

Mark Thomas, PhD

Managing Director · bio »

h1Gregory R. Friedman

Chief Executive Officer
and Managing Director · bio »

Jim Foster

Chief Investment Officer
and Managing Director · bio »

h1David R. Lovejoy

Managing Director · bio »

h1Mark J. Laskow

Managing Director · bio »

h1Brian La Bore

Director · bio »

h1Chad Cribbs

Director · bio »

Stephanie Halpern

Director · bio »

Owen Zajdel

Senior Manager Research Analyst · bio »

Melissa Copeland

Manager Research Coordinator · bio »

Operations

h1Gretchen Shoup

Chief Operating Officer, Chief Compliance Officer and Managing Director · bio »

Lisa Thomas

Director of Administration · bio »

Jamie Linhart

Director of Operations · bio »

Dana Schmitt

Manager, Corporate Administration · bio »


Administration:

Briana Azzardi

Administrative Assistant

Laura Everroad

Marketing Coordinator & Office Manager · bio »

Christina Watson

Administrative Assistant & Office Manager · bio »

Dotti Sloan

Client Service Team Supervisor · bio »

Nina Tipton

Client Account Administrator

Christopher Conti

Senior Client Account Administrator

Brandon Corlett

Client Account Administrator

Thomas Martinak

Client Account Administrator

Fritzy Ezzeddine

Client Account Administrator


Performance Reporting:

Kelly Dean

Performance Reporting Manager· bio »

Joe DiRenzo

Senior Performance Analyst · bio »

Kristin Campbell

Senior Performance Analyst · bio »

Kelly Balint

Senior Performance Analyst · bio »

Joel Wingard

Performance Analyst · bio »

Jonathan Berger

Performance Analyst · bio »

Josh Ruzbacki

Performance Analyst · bio »