MEET US | OUR TEAM

CLIENT SERVICE & BUSINESS DEVELOPMENT

HUGH BARIT
HUGH BARIT
CHAIRMAN & CEO
SANDI PRESCOTT
HEAD OF CLIENT SERVICE
JOHN R JAMES
JOHN JAMES
HEAD OF BUSINESS DEVELOPMENT
WARREN MILLER
WARREN MILLER
SENIOR RELATIONSHIP MANAGER
megan belvedere
MEGAN BELVEDERE
SENIOR CLIENT SERVICE ASSOCIATE
WHITNEY BROWNIE
WHITNEY BROWNIE
BRAND & MARKETING SPECIALIST
Clayton Johnson
CLAYTON JOHNSON
CLIENT SERVICE ASSOCIATE

INVESTMENT TEAM

megan belvedere
DAVID KILBORN, CFA
CHIEF INVESTMENT OFFICER
JASON GOLDER
JASON GOLDER
HEAD OF STRUCTURED PRODUCT
CHRIS KRESCO
CHRISTOPHER KRESCO, CFA
CORPORATE CREDIT ANALYST
SCOTT MCINTYRE
SCOTT MCINTYRE, CFA
HEAD OF CORPORATE CREDIT
SCOTT MILDRUM
SCOTT MILDRUM, MS
ECONOMIC & MACRO STRATEGIST
PETER MILNE
PETER MILNE
HEAD OF ASSET ALLOCATION
MICHAEL REAVILL
MICHAEL REAVILL, CFA
ASSOCIATE PORTFOLIO MANAGER

OPERATIONS & FINANCE

GARY LEBLANC
GARY LEBLANC, CPA
CFO & COO
JACK BREEN
JACK BREEN
SENIOR INVESTMENT OPS. SPECIALST
MICHELLE PEDRO
MICHELLE PEDRO, CPA, CGA
FINANCIAL CONTROLLER
ADAM SICARD
ADAM SICARD
HEAD OF OPERATIONS

COMPLIANCE

KATHY NICHOLL
KATHY CAVACO
CHIEF COMPLIANCE OFFICER
KATHY NICHOLL
SHORNELL GRANT
COMPLIANCE OFFICER
BRANDON WHITESIDE
BRANDON WHITESIDE, JD
COMPLIANCE ASSOCIATE