Investment Committee

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Todd Stewart

B. Todd Stewart, CFA

Senior Vice President, Investments

Ken Barnes

Ken Barnes, CFP^®, CIMA^®

Vice President, Investment Consulting

Justin Bogart

Justin Bogart, QPFC, CIMA^®

Vice President, Investment Consulting

Kerrie Casey

Kerrie Casey, AIF^®

Vice President, Retirement Plan Consulting

Jon Chambers

Jon Chambers, CPFA

Managing Director, Retirement Plan Consulting

Ann Cheu

Ann Cheu

Vice President, Retirement Plan Consulting

John (Jack) Evans

John (Jack) Evans, AIF^®

Senior Vice President, Investment Consulting

Mark Forkey

Mark Forkey

Vice President, Investment Consulting

Rich Ginel

Rich Ginel, Jr., MBA, CIMA^®

Vice President, Investment Consulting

Matt Hammonds

Matt Hammonds, AIF^®

Senior Vice President, Investment Consulting

Kevin Kaiser

Kevin Kaiser, CIMA^®, AIF^®

Vice President, Investment Consulting

Rodney Kauffman

Rodney Kauffman, MBA, CFA

Vice President, Retirement Plan Consulting

Mark H. Kordonsky

Mark H. Kordonsky

Managing Director, Retirement Plan Consulting

Jack Lockwood

Jack Lockwood

Associate Vice President, Investment Consulting

David Lum

David Lum, AIFA^®, CIMA^®

Managing Director, Retirement Plan Consulting

Valerie McKellar

Valerie McKellar

Director, Investment Operations

Stephan Miskjian

Stephan Miskjian, CFA, CFP^®, QKA

Vice President, Investment Consulting

Bob Noll

Bob Noll, CFA

Vice President, Investment Consulting

Stuart Payment

Stuart Payment, CFA^®

Vice President, Investment Consulting

Daniel J. Quirk

Daniel J. Quirk, CFA^®, CFP^®

Vice President, Investment Consulting

Patrick Raynor

Patrick Raynor, CFA

Director, Investment Research

Jonathan St. Clair

Jonathan St. Clair, JD

Managing Director, Retirement Plan Consulting

Eric Weissman

Eric Weissman

Senior Wealth Advisor