

Leadership
The firm utilizes a team approach to investing and the Investment Committee is the foundation of the group decision-making process. The committee, which is comprised of six senior executives, is responsible for portfolio structuring and all investment decisions. The committee directs and monitors internal research efforts and oversees the portfolio management function.
Additional key executives include Raye White, our Executive Vice President and Chief Compliance Officer; John Colucci, our Chief Operating Officer, who joined the firm in 2006; and Mitch Gibbons, our General Counsel and Chief Legal Officer, who joined the firm in 2021. We currently have 89 employees, including 21 investment professionals.
As an employee-owned company, we value stability, wisdom, patience and discipline when making investment decisions. Our investment team has an average of 23 years investment experience, including an average of 18 years with the firm.
As an employee-owned company, we value stability, wisdom, patience and discipline when making investment decisions.
investment professionals

Douglas Alder

Matthew Altenau

Joe Bailey

Alan Christensen

Daniel Connally

Nell Copeland

Catherine Crain

S.E. Cody Dick

Andrew Dickerman

Anthony Gracely

Phillip Greendyke

William Gentry Lee

Joe Li

George Masterson

Vernon Perry

Reynaldo Reza

Christopher Sarofim

David Searls

Charles Sheedy

Raye White

Nicholas Zdeblick

Andrew Ziccardi

Douglas Alder

Matthew Altenau

Joe Bailey

Alan Christensen

Daniel Connally

Nell Copeland

Catherine Crain

S.E. Cody Dick

Andrew Dickerman

Anthony Gracely

Phillip Greendyke

William Gentry Lee

Joe Li

George Masterson

Vernon Perry

Reynaldo Reza

Christopher Sarofim

David Searls

Charles Sheedy

Raye White

Nicholas Zdeblick

Andrew Ziccardi
Executive Management

John Colucci

Mitch Gibbons

Nancy Gilbert

Bill Hanna

Clint Laechelin

John Colucci

Mitch Gibbons

Nancy Gilbert

Bill Hanna

Clint Laechelin
Business professionals

Whitney Bogardus

Hannah Dickens

Andrew Fetzner

Mary Gutierrez

Margaret Liu

Nam Nguyen

Angela Vatankha

Whitney Bogardus

Hannah Dickens

Andrew Fetzner

Mary Gutierrez

Margaret Liu

Nam Nguyen
