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Investment Team

Meet the talented team of professionals working together to fulfill Horizon’s mission to Empower the Advisor® to help their clients reach their financial goals.

Investment Team Leadership

Mike Dickson, Ph.D.

Head of Research & Product Development

Zach Hill, CFA®

Head of Portfolio Management

Scott Ladner

Chief Investment Officer

Phil McDonald, CFA®, CAIA®

Head of Custom Portfolios

Morgan Smith, CFA®

Head of the Portfolio Strategy Group
Investment Team

Scott Albright

Trader

Clark Allen, CFA®

Director, Quantitative Research

Eric Anthony, CFA®

Senior Portfolio Analyst, Custom Portfolios

Steven Averitt

Quantitative Software Developer

John Bryant, CFA®

Senior Portfolio Strategist

Savannah Bryant

Analyst

Steven Clark, Ph.D.

Managing Director, Quantitative Research

Austin Fitch, CFA®

Head of Consulting Solutions

Casey Hazen, CFA®

Senior Portfolio Strategist

Chris Huston, CFA®

Portfolio Strategist

Tom Lyons, CFA®

Portfolio Strategist

Dmitry Shlyapnikov

Analyst

Alyson Strode

Trader

Dzhan Yusnyu

Senior Analyst
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