Distribution and Client Services

Our distribution and client service management team are backed by an average of 27 years of industry experience.  With creative marketing skills and deep client service experience, they are responsive and knowledgeable.

 

Seasoned Professionals

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

Jimmy Stafford, CFA

Jimmy Stafford, CFA

Managing Director

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John Ullman, CIMA®

John Ullman, CIMA®

Executive Director

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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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