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

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

Equity Analyst

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

Market Strategist