Leadership
Brandon C. Johnson, CFA
Chief Executive Officer
Wendy M. Johnson, Esq.
General Counsel, Chief Compliance Officer
Bert W. Williams
Managing Director
Kristin R. Keffeler, MSM, MAPP
Chief Learning Officer
Erica A. Gattis, CPA
Controller
Mark P. McConnell, CFP®, CPWA®
Managing Director
Bryant J. Hicks
Director of Operations
Eric S. Adams, CFA, CAIA®
Co-Chief Investment Officer
Madeleine P. Heringer
Director of Strategic Initiatives
Eric H. Traupe, MBA
Chief Strategy Officer
Max H. Bastien, CFA
Senior Portfolio Manager
Darek V. Gibbons, CPA
Accounting Manager
