Investment & Leadership Team

Mark Keller, CFA

Chief Executive Officer and Chief Investment Officer

Brian Hansen

President and Chief Operating Officer

William O’Grady

Chief Market Strategist

Patty Dahl

Chief Financial Officer and Portfolio Manager

Joe Hanzlik

Equity Analyst

David Miyazaki, CFA

Portfolio Manager

Daniel Winter, CFA

Portfolio Manager

Dustin Hausladen

Equity Analyst

Chris Stein

Portfolio Manager

Tore Stole

Director of Research

Tom Dugan, CFA

Portfolio Manager

John Wobbe

Equity Analyst and Assistant Director of Research

Kaisa Stucke, CFA

Equity Analyst

John Laux

Senior Trader and Options Strategist

Gregory Ellston

Director of Asset Allocation

J. Blair Brumley, CFA

Equity Analyst

Brett Mawhiney, CFA

Equity Analyst

Mark Anderson, CFA

Gregory Tropf, CFA, CIPM

Matthew Sinkovitz

Robert Tynes, CFA