Meet Our Team

  • Director of Equities and Portfolio Manager

    Duane Roberts, CFA

  • Chief Investment Officer and Portfolio Manager

    Joseph Veranth, CFA

  • Senior Vice President and Portfolio Manager

    Greg Dahlman, CFA

  • Director of Fixed Income and Portfolio Manager

    Robert Leuty, CFA

  • Senior Vice President and Portfolio Manager

    Michael Honkamp, CFA

  • Senior Vice President and Portfolio Manager

    Brian Lehky

  • Senior Vice President and Portfolio Manager

    David Stamm, CFA

  • Senior Vice President and Portfolio Manager

    Noaman Sharief

  • Portfolio Manager & Analyst

    David Weinstein, JD

  • Senior Vice President and Portfolio Manager

    Matthew Slowinski, CFA

  • Portfolio Manager and Analyst

    Sean McLeod, CFA

  • ESG Analyst

    Ann Roberts

  • Director of Trading and Operations

    George Tsiamis

  • Assistant Vice President of Trading

    Kelly Morrison

  • Vice President

    John Mueller

  • Senior Vice President

    Doug Classen

  • Senior Vice President

    Jay Kaun

  • Senior Vice President

    Roland David, FLMI

  • Vice President

    Dave Mazza

  • Senior Vice President

    Rocco J. Fiordelisi III, CIMA, CPWA

  • Senior Vice President Portfolio Specialist

    Lydia Miller

  • Senior Vice President

    Bob Gray

  • Executive Vice President

    André Kamber, CIMA

  • Senior Vice President

    Ellen Roberts

  • Sales and Portfolio Specialist

    Alton Weigley

  • Vice President, Client Service and Portfolio Specialist

    Gregory S. Peters, CFA

  • Chief Compliance Officer

    Michael Stewart, CFA, JD, CFP

  • Senior Vice President Administration

    Nick Berich

  • Assistant Vice President Operations

    Perry Porcaro

  • Assistant Vice President Administration

    Sandy Dupies

  • Assistant Vice President, Administration

    Sue Rediske

  • Administrative Assistant Operations and Accounting

    Doris Elias

  • IT Manager

    Daniel Riek

  • Reconciliation Accountant

    David Hardeman

  • Assistant Vice President Administration and Compliance

    Lori Salyers, CEBS

  • Assistant Vice President

    Curt Hoffman

  • Administrative Assistant Operations

    Tina Selode

  • Billing and Client Presentations

    Jennifer Koester-Gasparek

  • IT Technical Support

    Jeff Shelton

  • Client Presentations and Operations

    Elsa Manske

  • Assistant Vice President Administration

    Lori Piekarski

  • Trading Assistant

    Jody Katravas