All Client Service Investment Management Wealth Management Operations Rob Herman Chief Executive Officer Ed Bell Chairman Jeff Palmer President Lauren Rich Fine, CFA Senior Managing Director Ken Brodkowitz Chief Investment Officer Brent Horvath Senior Director, Wealth Management Services Kris Jarosz Senior Director, Research & Portfolio Management Robert Samrah, CFA Director, Wealth Management Services Angelo Leslie Director, Wealth Management Services Sally Gries Founder Vick Khoboyan Portfolio Manager and Director Investments Jared Gruszczynski Senior Client Advisor Daniel Beringer Director, Wealth Management Services Steve Zimmerman Research Manager Shannon Gallagher Director, Operations and Client Services Mary Ann Doherty Portfolio Manager Irenee Nkera Senior Associate, Financial Planning Traci Reynolds Senior Operations Specialist Abby Hausman Operations Specialist Pam Ziegan Wealth Management Administrator Cecelia Catcher Client Service Associate Diane Kotara Office Manager Tim Frey IT & Operations Specialist Mike Gilmore Board of Managers Mike Davidson Board of Managers David Littleton Board of Managers David L. Withrow, CFA Board of Managers