Distribution and Client Services

Our distribution and client service management team are backed by an average of 32 years of industry experience.  With creative marketing skills and deep client service experience, they are responsive and knowledgeable.

 

Seasoned Professionals

  • Two Managing Directors and one Executive Director
  • Dedicated investment specialists for Core Equity and Growth Equity strategies

Jimmy Stafford, CFA

Jimmy Stafford, CFA

Managing Director

SEE BIO
James S. Skesavage, Jr.

James S. Skesavage, Jr.

Managing Director

SEE BIO
John Ullman, CIMA®

John Ullman, CIMA®

Executive Director

SEE BIO

NEWS & UPDATES

Employees giving time and talent can be the most impactful way to enrich our community and feel like a part of something bigger.  

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