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historical client retention rate
average professional experience of asset allocation committee members
of our investment team members are CFA charterholders
in assets under management*
*as of Jul. 31
As an advisor, you work hard to develop enduring client relationships. That's why we work hard to support you.
Chief Executive Officer
Chief Investment Officer
Chief Operating Officer
National Head of Sales and Business Development
Digital and Information Officer
Principal Strategy Officer
Client Service and Operations
Your personal portfolio manager is empowered to actively manage performance on your client's behalf.
Northwest Divisional Managing Director
Senior Portfolio Manager
Portfolio Manager
Portfolio Manager
Senior Portfolio Manager
Southwest Divisional Managing Director
Portfolio Manager
Managing Director
Portfolio Manager
Director
Portfolio Manager
Senior Portfolio Manager
Portfolio Manager
Portfolio Manager
Managing Director
Director
Portfolio Manager
Portfolio Manager
Managing Director
Portfolio Manager
Eastern Divisional Managing Director
Portfolio Manager
Portfolio Manager
Portfolio Manager
Director of Fixed Income
Portfolio Manager
Managing Director
Portfolio Manager
Director
Managing Director
Portfolio Manager
Portfolio Manager
Managing Director
Managing Director
Managing Director
Senior Portfolio Manager
Managing Director
Managing Director
Managing Director
Portfolio Manager
Every strategic asset allocation move we make comes from the in-depth work of the research and strategy teams.
Managing Director
Managing Director
Senior Equity Analyst
Senior Equity Analyst
Director
Equity Analyst
Director
Senior Investment Strategist
Senior Equity Analyst
Director of Fixed Income
Portfolio Manager
Senior Equity Analyst
Portfolio Manager
Portfolio Manager
Senior Equity Analyst
Director
The power of partnership starts with your investment consultant’s customized approach to defining goals and developing a plan of action.
Managing Director
Managing Director
Director
Senior Investment Strategist
Eastern Divisional Managing Director
Managing Director
Senior Investment Consultant
Managing Director
Director
Director
Director
Investment Consultant
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Managing Director
Director
Western Divisional Managing Director
Director
Managing Director
Managing Director
Managing Director
Investment Consultant
Senior Investment Consultant
Managing Director
Senior Investment Consultant
Working with your investment consultant, your business development specialist takes a collaborative approach to facilitating the partnership.
Business Development Specialist
Business Development Specialist
Sales Assistant
Business Development Specialist
Business Development Specialist
Business Development Specialist
Business Development Specialist
Business Development Specialist
Business Development Specialist
Business Development Specialist
Managing Director
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here