Over 40 years of industry experience

We combine 40 years of experience, performance, a global perspective, and exceptionally customized client service, helping work towards achieving Peace of Mind.

Thomas Quealy
Chief executive officer
Lawrence Whistler, CFA
President
Matthew Krajna, CFA
co-Chief investment officer
Timothy Calkins, CFA
co-Chief investment officer

Nicholas DiRienzo, CFA
Chief Compliance officer

Nicole Hendrix
Director of institutional
& advisor solutions 
Michael Skrzypczyk, CFA
Senior portfolio manager
Ryan Flynn
Senior Trader
Peter Kazmierczak, CFP ®
Senior Portfolio manager
Conner Gyllenhammer
ASSOCIATE PORTFOLIO MANAGER
Denise Parylo
OPERATIONS SPECIALIST
Cara Bland
client services manager
Karen Mohn
SENIOR RELATIONSHIP manager
Meagan Reimann
Marketing manager

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