User Agreement ADV Privacy Policy BCP Disclosure Glossary of Terms
Our People

Gary DiCenzo

Chief Executive Officer

Jonathan C. Angrist

President, Chief Investment Officer

Brian Machtley

Executive Vice President
Chief Operating Officer

Steven K. Braun, CPA

Chief Financial Officer

Jonathan C. Angrist

President, Chief Investment Officer

Brian Machtley

Executive Vice President
Chief Operating Officer

Francisco Bido

Head of Quantitative Research Portfolio Manager

Azure Erickson

Director of Investor Relations

Tony DeMarino

Head of Intermediary Sales

Emily Crupper

Regional Consultant

Kerry T. Bush

Vice President

David Seume

Regional Consultant

Patrick Hayes

Chief Compliance Officer

Norm G. Tsiguloff

Chief Technology Officer

Stephanie M. Spilker, CPA

Director of Finance

Doug Beebe

Systems Analyst/Developer

Herb M. Kloster

Sr. Accounting Manager

Amy L. Rice

Finance Associate

Corrie N. Stoker

Community Outreach Manager

A. Joseph Brandmeyer

Advisory Board Member

Clyde Wendel

Advisory Board Member

James E. Stowers III

Advisory Board Member