Investment & Leadership Team

Mark Keller, CFA

Chief Executive Officer and Chief Investment Officer

Brian Hansen

President and Chief Operating Officer

William O’Grady

Advisory Director - Market Strategy

Patty Dahl

Chief Financial Officer

Joe Hanzlik

Equity Analyst

David Miyazaki, CFA

Portfolio Manager

Daniel Winter, CFA

Chief Investment Officer - Value Equities

Dustin Hausladen

Equity Analyst

Tore Stole

Dir. of Research - Int'l Equities | Dir. of Research Emeritus - Value Equities

Tom Dugan, CFA

Portfolio Manager

John Wobbe

Director of Research - Value Equities

Kaisa Stucke, CFA

Analyst - Asset Allocation

John Laux

Senior Trader and Options Strategist

Gregory Ellston

Chief Investment Officer - Asset Allocation

J. Blair Brumley, CFA

Equity Analyst

Brett Mawhiney, CFA

Equity Analyst

Steven Farmer

Chief Compliance Officer

Gregory Tropf, CFA, CIPM

Equity Analyst

Matthew Sinkovitz

Equity Analyst

Patrick Fearon-Hernandez, CFA

Chief Market Strategist

Ben Kim, CFA

Equity Analyst

Sean Long

Analyst - Asset Allocation

Thomas Wash

Associate Market Strategist