» Our Team » Portfolio ManagersPortfolio Managers
- Peter J. Raimondi, JD
Founder and CEO - Michael G. Blackmon, CFA
Chief Investment Officer, Principal - David Bottoms, JD
Executive Managing Director, Principal - Robert Pavlik, MBA
Chief Market Strategist, Principal - Vaughn H. Weimer, CFP
Senior Portfolio Manager, Principal - Earl M. Foster, PhD
Managing Director, Principal - Nancy Perez, CFA
Managing Director, Principal - David Costigan, MBA, CFP
Managing Director, Principal
- Sebastian Leburn, MBA, CFA
Director of Portfolio Strategies - Steven P. Chapman
Director of Fixed Income - Jon-Erik Frederickson
Portfolio Manager & Research Analyst - Bryan Keller
Portfolio Manager & Research Analyst - Scott Swenson
Portfolio Manager & Research Analyst
Professional Biographies
- Peter J. Raimondi, JD
- Michael G. Blackmon, CFA
- Patrick E. Tylander
- Sharon A. Daniels
- David Bottoms, JD
- Kevin B. Dolan, MBA, ChFC & CASL
- John C. Smith
- Hap Wade
- Joe Redgate, CFP, CRPC
- David Costigan, MBA, CFP
- Robert Pavlik, MBA
- Vaughn H. Weimer, CFP
- Earl M. Foster, PhD
- Nancy Perez, CFA
- Jay Carroll
- Sebastian Leburn, CFA
- Steven P. Chapman
- Jon-Erik Frederickson
- Bryan Keller
- Mike Burnick
- Jeff Kaufmann
- Lance Millar
- Scott Swenson