Partners

Accomplished and committed leaders.

With decades of experience, global reach and diverse financial backgrounds, our leadership team offers deep perspective supported by proven track records.

Michael W. Anson

Partner, Head of Client Administration & Compliance, Chief Compliance Officer

Sean R. Apgar

Partner, Director of Portfolio & Wealth Advisory

Brett H. Barth

Managing Partner, Director of Investment Research

Arthur E. Black

Retired Partner

Michael S. Goldberg

Partner, Director of Portfolio & Wealth Advisory

Stephanie J. Gromek

Partner, Head of Portfolio & Wealth Advisory

Jennifer M. Joyce

Partner, Director of Client Administration & Compliance

Steven R. Katz

Partner, Director of Portfolio & Wealth Advisory

Barry M. Klayman

Partner, Chief Operating Officer

Jonathan G. Miles

Partner, Director of Human Resources

William C. Page

Partner, Director of Investment Research

Steven D. Pressman

Partner, Director of Portfolio & Wealth Advisory

Ryan K. Preston

Partner, Director of Portfolio & Wealth Advisory

Evan M. Roth

Managing Partner, Director of Portfolio & Wealth Advisory

Todd C. Whitenack

Partner, Head of Investment Research