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.

  • 15 MBAs
  • 3 PHDs
  • 6 Masters
  • 3 CFP® Professionals
  • 9 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

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

Marketing and Communications

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

Patricia Ferris

Patricia M. Ferris
Senior Manager

Client Service

Anton Dorokhin, CFA

Anton Dorokhin, CFA
Director, Macro and ETF Research

Research and Modeling

  • Deane Antoniou, CMT, Managing Director
  • Glenn Brown, CFP®, Managing Director
  • Michael Brozzo, CFP®, Managing Director
  • Timothy J. Kohn, CFA, CFP®, Managing Director
  • G. Spencer Logan, Managing Director
  • Michael Morin, Managing Director
  • Eric Nelson, CFA, Managing Director
  • Peter Mancuso, 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
  • Stephanie Surette, Senior Manager
  • Edit Toth-Bonvie, Senior Specialist
  • Philippa Zuckerman, Managing Director
  • Ashley Brown, 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
  • Joshua Moore, Representative
  • Nancy Nazzaro, Associate Administrator
  • Lee Setzen, Representative
  • Anna Tsaur, Representative
  • Adam Chase, Manager
  • Brendan Coleman, Manager
  • Nicole Calabrese, Managing Director
  • R. Hilliard Ebling, Managing Director
  • Thomas Mosel, Managing Director
  • David Frontero, Managing Director