Investment Team

What makes Horizon an industry-recognized investment management firm? 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
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Scott Ladner

Chief Investment Officer
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Mike Dickson, Ph.D.

Head of Research & Product Development
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Zach Hill, CFA®

Head of Portfolio Management
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Morgan Smith, CFA®

Head of the Portfolio Strategy Group
Philip McDonald Zoomed

Phil McDonald, CFA®, CAIA®

Head of Custom Portfolios
Investment Team
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Austin Fitch, CFA®

Managing Director, Consulting Solutions
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John Bryant, CFA®

Senior Portfolio Strategist
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Casey Hazen, CFA®

Senior Portfolio Strategist
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Ron Saba, CFA®

Senior Portfolio Manager
Tom (Warm Settings)1

Tom Lyons, CFA®

Portfolio Strategist
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Steven Clark, Ph.D.

Managing Director, Quantitative Research
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Clark Allen, CFA®

Director, Quantitative Research
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Eric Anthony

Senior Portfolio Analyst, Custom Portfolios
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Dzhan Yusnyu

Senior Analyst
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Savannah Bryant

Analyst
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Dmitry Shlyapnikov

Analyst
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Alyson Strode

Trader
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Scott Albright

Trader
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Steven Averitt

Quantitative Software Developer
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