• MARK MIRSBERGER, CPA

    Chief Executive Officer

  • JOSEPH VERANTH, CFA

    Chief Investment Officer and Portfolio Manager

  • MICHAEL STEWART, CFA, JD, CFP

    Chief Compliance Officer

  • DUANE ROBERTS, CFA

    Director of Equities and Portfolio Manager

  • ROBERT LEUTY, CFA

    Director of Fixed Income and Portfolio Manager

  • GREG DAHLMAN, CFA

    Senior Vice President and Equity Portfolio Manager

  • MICHAEL HONKAMP, CFA

    Senior Vice President and Equity Portfolio Manager

  • BRIAN LEHKY

    Senior Vice President and Fixed Income Portfolio Manager

  • DAVID STAMM, CFA

    Senior Vice President and Equity Portfolio Manager

  • NOAMAN SHARIEF

    Senior Vice President and Portfolio Manager

  • DAVID WEINSTEIN, JD

    Equity Analyst

  • MATTHEW SLOWINSKI, CFA

    Senior Vice President and Portfolio Manager

  • SEAN MCLEOD, CFA

    Equity Analyst

  • Mikhail Alkhazov, CFA

    Equity Analyst

  • ANN ROBERTS

    ESG Analyst

  • GEORGE TSIAMIS

    Director of Trading and Operations

  • KELLY MORRISON

    Assistant Vice President of Trading

  • Doug Classen

    Senior Vice President

  • Jay Kaun

    Senior Vice President

  • Roland David, FLMI

    Senior Vice President

  • Dave Mazza

    Vice President Sales and Marketing

  • Rocco J. Fiordelisi III CIMA, CPWA

    Senior Vice President

  • LYDIA MILLER

    Senior Vice President

  • Bob Gray

    Senior Vice President

  • John Mueller

    Vice President

  • ANDRE KAMBER, CIMA

    Executive Vice President

  • Ellen Roberts

    Senior Vice President

  • Alton Weigley, CFA

    Sales and Portfolio Specialist

  • Gregory S. Peters, CFA

    Vice President, Client Service and Portfolio Specialist

  • Kevin Ellson

    Vice President, Sales and Marketing

  • Nick Berich

    Senior Vice President, Administration

  • Perry Porcaro

    Assistant Vice President, Operations

  • Sandy Dupies

    Operations Associate, Administration

  • Sue Rediske

    Assistant Vice President, Administration

  • Doris Elias

    Administrative Assistant, Operations and Accounting

  • David Hardeman

    Reconciliation Accountant

  • LORI SALYERS, CEBS

    Assistant Vice President, Administration and Compliance

  • Curt Hoffman

    Assistant Vice President, Operations and Account Reconciliation

  • Tina Selode

    Administrative Assistant, Operations

  • Jennifer Koester-Gasparek

    Billing and Client Presentations

  • Elsa Manske

    Client Presentations and Operations

  • LORI PIEKARSKI

    Assistant Vice President, Administration

  • Jody Katravas

    Trading Assistant

  • Steve Jaeger, CFP®

    Wealth Management Advisor