skip to content

Our People

Our people are our most valuable resource. They have the skills and expertise to ensure that we deliver on our commitment to our clients, foster enduring client relationships and grow our business.

That’s why we employ the brightest minds in the business and provide an opportunity for them to become stakeholders of the firm. We cultivate an atmosphere of team work in which mutual respect is paramount.

Select department below to view team members:

 

Balanced Fund Asset Mix Committee

Responsible for setting the Balanced Fund asset mix, the committee meets quarterly to ensure key data is captured and fact-based decisions are contemplated. While equities have historically generated superior returns, our asset mix decisions are tempered by observations that the most efficient portfolio structure on a risk adjusted return basis is one that calls for 60% equities and 40% fixed income assets.

Click employee image or name to access employee’s biography.

  1. Mark D. Thomson, MFA, CFA, Managing Director, Equities
  2. David Gregoris, MBA, CFA, Managing Director, Fixed Income
  3. Bruce R. Shewfelt, Managing Director, Client Service & Marketing
  4. Rui Cardoso, MBA, CFA, Vice President, U.S. and Global Equities
  5. Glenn Fortin, CFA, Vice President, U.S. and Global Equities
  6. Derek Brown, MBA, CFA, Senior Vice President, Fixed Income
  7. Jeffrey Young, MBA, CFA, Senior Vice President, Private Client Group