James A. West, CFA

James A. West, CFA

Chief Executive Officer, Chief Investment Officer, Equity Strategies

Troy Willis, J.D., CFA

Troy Willis, J.D., CFA

Chief Investment Officer, Municipal Bond Strategies

Darrell Horn

Darrell Horn

Director

Richard Finch

Richard Finch

DIRECTOR

Morgan Sanders

Morgan Sanders

Chief Compliance Officer

Christopher Prest

Christopher Prest

Portfolio Manager

Joseph Gulli

Joseph Gulli

Partner, Portfolio Manager

David Weiner

David Weiner

Managing Partner

Eric Sellinger

Eric Sellinger

Managing Partner

JOHN D. EDWARDS, CFA

JOHN D. EDWARDS, CFA

MANAGING PARTNER