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

Scott Ladner

Chief Investment Officer

Clark Allen, CFA®,CPA, CAIA®

Head of ETFs

Mike Dickson, Ph.D.

Head of Research & Quantitative Strategies

Austin Fitch, CFA®

Head of Consulting Solutions

Zach Hill, CFA®

Head of Portfolio Management

Phil McDonald, CFA®, CAIA®

Head of Custom Portfolios

Morgan Smith, CFA®

Head of the Portfolio Strategy Group
Investment Team

Steven Clark, Ph.D.

Managing Director, Quantitative Research

Eric Anthony, CFA®

Senior Portfolio Analyst, Custom Portfolios

John Bryant, CFA®

Senior Portfolio Strategist

Casey Hazen, CFA®

Senior Portfolio Strategist

Chris Huston, CFA®

Portfolio Strategist

Dzhan Yusnyu

Senior Analyst

Tom Lyons, CFA®

Portfolio Strategist

Scott Albright

Trader

Steven Averitt

Quantitative Software Developer

Alyson Strode

Trader

Savannah Bryant

Analyst

Dmitry Shlyapnikov

Analyst

Pierce Kreider

Analyst

Jim Burton

Investment Operations Specialist
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