Investment Consulting

Mallory  Armijo

Mallory Armijo

Investment Analyst

Ken  Barnes

Ken Barnes, CIMA®

Investment Consultant

Brock  Becker

Brock Becker, CFP®

Financial Planner

Justin  Bogart

Justin Bogart, QPFC, CIMA®

Retirement Plan Consultant

Tim  Burns, CPA, CFA

Tim Burns, CPA, CFA

Managing Director

Jon  Chambers

Jon Chambers

Managing Director

Martin  Cosgrove

Martin Cosgrove, CFA

Managing Director, Investment Research

John (Jack) Evans

John (Jack) Evans, AIF®

Managing Director and Chief Investment Counsel

Maria  Fantoni CFP®

Maria Fantoni CFP®

Investment Adviser

Mark  Forkey

Mark Forkey

Senior Investment Advisor

Rich Ginel

Rich Ginel, Jr, MBA, CIMA®

Retirement Plan Consultant

Matt Hammonds

Matt Hammonds, AIF®

Managing Director of Institutional Services

Mark  Hendrickson

Mark Hendrickson, CPA, CFA

Chief Financial Officer

Mark H. Kordonsky

Mark H. Kordonsky

Principal & Chief Risk Officer

Kevin  Kaiser

Kevin Kaiser, CIMA®, AIF®

Senior Investment Advisor

Bijan  Khairollahi

Bijan Khairollahi

Investment Analyst

Randall C. Long

Randall C. Long, AIF®

Founder & Managing Principal

Valerie  McKellar

Valerie McKellar

Investment Analyst

Bob Noll

Bob Noll, CFA

Senior Investment Consultant

Marek  Pfeil

Marek Pfeil, MBA, CFA®

Managing Director, Investment Research

Daniel J.  Quirk

Daniel J. Quirk, CFA, CFP®

Senior Investment Advisor

Patrick  Raynor

Patrick Raynor, CFA

Senior Investment Advisor

Todd  Stewart

B. Todd Stewart, CFA

Managing Director, Investment Research