Our Team
Investment Team
Marcy Carlin
Senior Vice President & Research Analyst
Martin Cournan, CFA, CMT
Senior Vice President, Senior Technical Analyst & Senior Trader
Stephen Cutler, CFA
President & Senior Portfolio Manager
Alexander Forse
Senior Vice President, Portfolio Manager & Research Analyst
Anne Marie McMichael
Vice President & Research Analyst
Joseph McNay
Chairman, Chief Investment Officer & Senior Portfolio Manager
Nancy Prial, CFA
Co-Chief Executive Officer & Senior Portfolio Manager
Saralyn Sacks, CFA
Senior Vice President & Portfolio Manager
Robert Uek, CFA
Co-Chief Executive Officer & Senior Portfolio Manager
William Page
Senior Vice President & Senior Portfolio Manager
Senior Leadership
Stephen Cutler, CFA
President & Senior Portfolio Manager
Michael McCarthy
Senior Vice President, Chief Operating Officer & Chief Compliance Officer
Joseph McNay
Chairman, Chief Investment Officer & Senior Portfolio Manager
Nancy Prial, CFA
Co-Chief Executive Officer & Senior Portfolio Manager
Robert Uek, CFA
Co-Chief Executive Officer & Senior Portfolio Manager
Trading
Martin Cournan, CFA, CMT
Senior Vice President, Senior Technical Analyst & Senior Trader
Elizabeth Giroux
Senior Vice President & Head Trader
Marketing
Sara Kennedy
Vice President, Business Development
Operations & Client Services
Suzanne Bathalon
Vice President & Operations Manager
Cynthia A. Hurley
Corporate Accountant, Senior Operations Administrator & Marketing Associate
Michael McCarthy
Senior Vice President, Chief Operating Officer & Chief Compliance Officer
Brendan Moar
Account & Compliance Administrator
Carly Semerjian
Executive Administrative Assistant & Compliance Manager