All Client Service Investment Management Wealth Management Operations Rob Herman Chief Executive Officer Ed Bell Chairman Jeff Palmer President Lauren Rich Fine Senior Managing Director Ken Brodkowitz Chief Investment Officer Brent Horvath Senior Director, Wealth Management Services Kris Jarosz Senior Director, Research & Portfolio Management Hemal Gala VP, Operations Shannon Gallagher Director, Operations and Client Services Sally Gries Founder Robert Samrah Director, Wealth Management Services Angelo Leslie Director, Wealth Management Services Jared Gruszczynski Director, Wealth Management Services Daniel Beringer Director, Wealth Management Services Michael Manly Director, Wealth Management Services & Tax Melynda Rodgers Director, Wealth Management Services Steven Goode Portfolio Manager Steve Zimmerman Research Manager Mary Ann Doherty Portfolio Manager Traci Reynolds Senior Operations Specialist Joy Hayes Operations Specialist Abby Hausman Operations Specialist Pam Ziegan Wealth Management Administrator Cecelia Catcher Client Service Associate Diane Kotara Office Manager Mike Gilmore Board of Managers Mike Davidson Board of Managers David L. Withrow Board of Managers