Our People
Leadership
Portfolio Managers
Research
Business Development
Operations & Trading
Dan Lagan, CFA
CEO | Chief Investment
Officer
Jeff Porter, CFA
Executive Vice President | Director of Fixed Income
Matt Lagan, CFA
Vice President | Portfolio Manager
Anne Steer
Head of Distribution
Chris Lagan, CFA
COO | Managing Director
Gregg O'Keefe, CFA
Executive Vice President | Portfolio Manager
Fred Wofford
Chief Compliance Officer
Dan Lagan, CFA
CEO | Chief Investment
Officer
John Fitzgerald, CFA
Vice President | Portfolio Manager
Chris Lagan, CFA
Portfolio Manager
Matt Lagan, CFA
Vice President | Portfolio Manager
Amy Noyes, CFA
Vice President | Portfolio Manager
Brian Guild
Vice President | Portfolio Manager
Jeffrey Kerrigan, CFA
Vice President | Portfolio Manager
Noel Blair, CFA
Vice President | Portfolio Manager
Martine Elie, CFA
Vice President | Portfolio Manager
Gregg O'Keefe, CFA
Executive Vice President | Portfolio Manager
Jeff Porter, CFA
Executive Vice President | Portfolio Manager
John Beaver, CFA
Vice President | Portfolio Manager
John O'Reilly, CFA
Senior Vice President| Portfolio Manager
Todd Solomon, CFA
Senior Vice President | Portfolio Manager
Keith Gontarz, CFA
Portfolio Manager
Eric Myers, CFA
Research Analyst
Sri Gullapalli, CFA
Research Analyst
Nancy Huynh
Director of Research
Nick Koup, CFA
Research Analyst
Aaron Fellows, CFA
Research Analyst
Ryan Tumbry, CFA
Research Analyst
Bob Schrock, CFA
Research Analyst
Zach Zeller
Research Analyst
John Corrigan, CFA
Vice President Fixed Income
Greg Fulginite
Vice President | Regional Director
p. (617) 910 6956
Jenna Ryan, CFA
Regional Consultant
Steve Horton
Senior Regional Consultant
Wil Gould
Regional Consultant
Brian Cunningham
Vice President | Regional Director
p. (860) 712 9441
Huston Stewart
Vice President | Regional Director
p. (646) 734 5535
Brad Lange
Vice President | Regional Director
p. (631) 923 5052
David Onan
Senior Vice President | Senior Regional Director
p. (612) 210 8109
Anne Steer
Head of Distribution
Vadim Levin, CAIA
Head of National Accounts
Tony Pacheco, CIMA, AIF
National Account Manager
Matthew Leahy, CFA
Institutional Sales & Consultant Relations
Jack Lonergan
Project Manager
Scott Sample
Product Manager
Garrett Callahan
Client Service Associate
Mike Kodzis
Senior Operations Associate | Equity Trader
Analysts
Emily Diercks, CIPM
Manager Investment Performance Measurement & Analytics
Julie Galeros
Compliance Manager
Chris Murray
Investment Administrator
Matt Maloney
Investment Administrator | Fixed Income Trader
Ryan Hogan
Operations Analyst
Joel Carpenter
Operations Analyst | Equity Trader
Tyler Walsh
Senior Equity Trader
Taylor Hanson
Operations Associate
James Cammuso
Operations Associate
Chris Kelley
Senior Operations Associate | Equity Trader
Brian Strang
Operations Analyst | Technology
Fred Wofford
Chief Compliance Officer
Dory Bowers
Director of Operations
Sophia Gustavsson
Compliance
Libbie Anderson
Operations Associate
Dean Raymond
Operations Analyst
Trading Team
Administrative
Stephanie Hladky
Administrative Assistant
Mary Ellen Brennan
Accounting
Lauren Mitsiaris
Administrative Assistant