People

Brett Shaver, CFA

President

Paul Gerard, CFA

Chairman

Joel Heymsfeld, CFA

Chief Investment Officer

Richard Moseley

Portfolio Manager

George Wislar

Portfolio Manager

William Kufta

Emeritus Portfolio Manager

Paul Lebowitz, CFP®

Senior Wealth Manager

Duane Love

Wealth Manager

Brendan McPoyle, CFP®

Wealth Manager

Marcell Pickens

Wealth Manager

Rob Spadaford

Wealth Manager

Nyda Bannerman

Business Manager

Tara Bansal, CFP®

Financial Planner

Joe Schreiner

Portfolio Analyst