Find the regional director serving your area below, or download the territory map.
Advisory Specialist
Senior Advisory Specialist
Advisory Specialist
Advisory Specialist
Advisory Specialist
Senior Advisory Specialist
Advisory Specialist
Advisory Specialist
Advisory Specialist
Advisory Specialist
Director, Internal Sales
Carlos Barbosa, CIMA®
Head of Distribution
Jacqueline Helou
Manager, Strategic Relationships
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Austin Fitch, CFA®
Head of Consulting Solutions
Casey Hazen, CFA®
Senior Portfolio Strategist
John Bryant, CFA®, CFP®
Senior Portfolio Strategist
Chris Huston, CFA®
Portfolio Strategist
Tom Lyons, CFA®
Portfolio Strategist
Mitchell Young, CFA®
Portfolio Strategist
Morgan Smith, CFA®
Head of the Portfolio Strategy Group
Brooke Lynch
Client Engagement Specialist