Watch v. to guard, tend or oversee, especially for protection or safekeeping.

n. The officers and crew who attend to the working of a ship for an allotted period of time.

  • 14 MBAs
  • 3 PHDs
  • 6 Masters
  • 4 CFP® Professionals
  • 15 CFA Charterholders

Management Team

Rick Wurster - Chief Executive Officer

Rick Wurster, CFA, CMT
Chief Executive Officer

Bryan Olson - President

Bryan Olson, CFA
Senior Vice President

Liz Ann Sonders - SVP

Liz Ann Sonders
Investment Committee Member

Christian Menegatti, Ph.D.

Christian Menegatti, Ph.D.
Chief Investment Strategist

Michael E. Gillespie

Michael E. Gillespie
Chief Compliance Officer

George Mylnikov

George Mylnikov, Ph.D.
Head of Quantitative Research

Research and Modeling

Bill Swerbenski - Vice President

Bill Swerbenski, CFA
Vice President

Business Planning & Strategy

Amos Robinson

Amos Robinson
Vice President

Investor Services

Jack McManmon

Jack McManmon
Senior Managing Director

Investment Products and Strategy

David Frontero

David Frontero
Managing Director

Institutional Sales

Denise Kampf

Denise Kampf
Managing Director

Trading and Operations

John P. Jagusiak

John P. Jagusiak
Managing Director

Trading and Trade Support

William F. Shaw

William F. Shaw
Managing Director

Product Management

Lawrence L. Jules

Lawrence L. Jules
Director

Trading and Trade Support

Ming Ouyang, Ph.D., CFA

Ming Ouyang, Ph.D., CFA
Senior Quantitative Analyst

Research and Modeling

Anton Dorokhin, CFA

Anton Dorokhin, CFA
Director, Macro and ETF Research

Research and Modeling

  • Deane Antoniou, CMT
  • Michael Brozzo, CFP®
  • Adam Chase
  • Henry Halboth, CFA, CAIA
  • Earnest Hubbard, CFA, CFP®, CWS
  • Kelly Johnson, CFA, CAIA
  • Timothy J. Kohn, CFA, CFP®
  • G. Spencer Logan
  • Mark Mahoney
  • Thomas Miller, CFA
  • Michael Morin
  • John Smith
  • Kimberly Hunter, Senior Specialist
  • Peter Mancuso, Senior Specialist
  • Cassandra Webster, Manager
  • Tom Kennedy, Specialist
  • Brian Locarni, Senior Trader
  • Nicholas Marsella, Specialist
  • Alex Mazza, Senior Specialist
  • Brian O’Neill, Senior Trader
  • Logan Patrick, CFA, Senior Manager
  • Shane Pouliot, Associate
  • Stephanie Surette, Senior Manager
  • Edit Toth-Bonvie, Senior Specialist
  • Ashley Brown, Senior Team Manager
  • Stephanie Negrotti, Manager
  • Julianne Talley, Senior Specialist
  • Arun Balasubramaniam, CFA, Quantitative Analyst
  • Anton Dorokhin, Macro and ETF Research
  • Michael Kelleher, Quantitative Analyst
  • Christian Menegatti, Ph.D., Chief Investment Strategist
  • George Mylnikov, Ph.D., Head of Quantitative Research
  • Ming Ouyang, Ph.D., CFA, Senior Quantitative Analyst
  • Veronica Mehigan, Executive Administrator
  • Tess Montague, Representative
  • Nancy Nazzaro, Executive Administrator
  • Lee Setzen, Representative
  • Anna Tsaur, Representative
  • Katie Birmingham Weigel, CFP®, Managing Director
  • Brendan Coleman, Manager
  • Nicole Calabrese, Managing Director
  • R. Hilliard Ebling, Managing Director
  • Thomas Mosel, Managing Director
  • David Frontero, Managing Director
  • Joshua Moore, Business Unit Analyst
  • Eric Nelson, CFA, Managing Director