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Team
Investment Team
John P. Alar
Samuel B. Bowles
Cort A. Haber
Thomas K. Hoops
B. Pearson Pendergrass
Michael P. Phipps, CAIA
C. Brett Scott, CFA
Wealth Advisory
Addison B. Dascombe
Zelle R. Dunn
Matthew D. Favreau, CAIA, C(k)P
Cort A. Haber
W. Dewey Teden
Lee G. Tiller
Andrew I. Williams
Family Office Services
Deep Adhikari
Mark T. Allan
Charlotte K. Atkinson, CIPM
Laura I. Marshall
David S. Routh
Jordan D. Thomas
Compliance & Finance
Thomas A. Dobbins, CPA
Jason W. Grooters
Tamarah D. Taylor
Team
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Investment Team
Wealth Advisory
Family Office Services
Compliance & Finance
Deep Adhikari
Fund Associate
John P. Alar
Vice President
Mark T. Allan
Managing Director
Charlotte K. Atkinson, CIPM
Operations Manager
Samuel B. Bowles
Managing Director
Addison B. Dascombe
Client Advisor
Thomas A. Dobbins, CPA
Assistant Vice President & Controller
Zelle R. Dunn
Managing Director
Matthew D. Favreau, CAIA, C(k)P
Director
Jason W. Grooters
Executive Vice President & Chief Financial Officer
Cort A. Haber
Managing Director
Thomas K. Hoops
Chief Executive Officer
Laura I. Marshall
Vice President & Assistant Secretary
B. Pearson Pendergrass
Director
Michael P. Phipps, CAIA
Managing Director
David S. Routh
Managing Director
C. Brett Scott, CFA
Senior Associate
Tamarah D. Taylor
Principal & Chief Compliance Officer
W. Dewey Teden
Vice President
Jordan D. Thomas
Technology Manager
Lee G. Tiller
Client Advisor
Andrew I. Williams
Senior Associate
