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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

Scott Ladner

Chief Investment Officer

Mike Dickson, Ph.D.

Head of Research & Quantitative Strategies

Zach Hill, CFA®

Head of Portfolio Management

Morgan Smith, CFA®

Head of the Portfolio Strategy Group

Phil McDonald, CFA®, CAIA®

Head of Custom Portfolios
Investment Team

Austin Fitch, CFA®

Head of Consulting Solutions

Steven Clark, Ph.D.

Managing Director, Quantitative Research

Clark Allen, CFA®,CPA, CAIA®

Director, Quantitative Research

Eric Anthony, CFA®

Senior Portfolio Analyst, Custom Portfolios

John Bryant, CFA®

Senior Portfolio Strategist

Casey Hazen, CFA®

Senior Portfolio Strategist

Dzhan Yusnyu

Senior Analyst

Chris Huston, CFA®

Portfolio Strategist

Tom Lyons, CFA®

Portfolio Strategist

Scott Albright


Alyson Strode


Steven Averitt

Quantitative Software Developer

Savannah Bryant


Dmitry Shlyapnikov

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