MEET US | OUR TEAM

CLIENT SERVICE & BUSINESS DEVELOPMENT

HUGH BARIT
HUGH BARIT
FOUNDER & SR. DIRECTOR
SANDI PRESCOTT
HEAD OF CLIENT SERVICE
JOHN R JAMES
JOHN JAMES
HEAD OF BUSINESS DEVELOPMENT
WARREN MILLER
WARREN MILLER
HEAD OF RELATIONSHIP MANAGEMENT
megan belvedere
MEGAN BELVEDERE
SENIOR CLIENT SERVICE ASSOCIATE
WHITNEY BROWNIE
WHITNEY BROWNIE
BRAND & MARKETING SPECIALIST
Tyler Condon
TYLER CONDON
RELATIONSHIP MANAGER
Clayton Johnson
CLAYTON JOHNSON
CLIENT SERVICE ASSOCIATE

INVESTMENT TEAM

David Kilborn
DAVID KILBORN, CFA®
CEO & CIO
JASON GOLDER
JASON GOLDER
HEAD OF STRUCTURED PRODUCT
CHRIS KRESCO
CHRISTOPHER KRESCO, CFA®
CORPORATE CREDIT ANALYST
SCOTT MCINTYRE
SCOTT MCINTYRE, CFA®
HEAD OF FIXED INCOME
SCOTT MILDRUM
SCOTT MILDRUM, MS
ECONOMIC & MACRO STRATEGIST
PETER MILNE
PETER MILNE
HEAD OF ASSET ALLOCATION
MICHAEL REAVILL
MICHAEL REAVILL, CFA®
ASSOCIATE PORTFOLIO MANAGER

OPERATIONS & FINANCE

GARY LEBLANC
GARY LEBLANC, CPA
CFO & COO
Morgan Frank
MORGAN FRANK
INVESTMENT OPS. ANALYST
MICHELLE PEDRO
MICHELLE PEDRO, CPA, CGA
FINANCIAL CONTROLLER
ADAM SICARD
ADAM SICARD
HEAD OF OPERATIONS

COMPLIANCE

KATHY NICHOLL
KATHY CAVACO
CHIEF COMPLIANCE OFFICER
KATHY NICHOLL
SHORNELL GRANT
COMPLIANCE OFFICER
BRANDON WHITESIDE
BRANDON WHITESIDE, JD
COMPLIANCE ASSOCIATE