Our Principals

Donna McConnell

Portfolio Manager and Partner

Kenneth Blaschke

Portfolio Manager and Partner

Stephen Poulos

Portfolio Manager and Partner

Robert Whitehead

Senior Vice President

Benjamin Clark

Portfolio Manager & Partner

Odette Thurston

Senior Vice President

Corey Buzzell

Senior Vice President

David Smith, CFA®

Director of Research

Steve Reeves

Managing Director

Client Service Team

Matt Civello

Portfolio Administrator

Amanda Woods

Portfolio Administrator

Efe Brown

Trading and Operations Associate

Gerry Ross

Senior Portfolio Administrator & Team Lead