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Investment Team

Portfolio Management

R. Andrew Beck

Chief Executive Officer &
Senior Portfolio Manager

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Henry W. Sanders III, CFA

Executive Vice President &
Senior Portfolio Manager

Thomas Forsha

Thomas S. Forsha, CFA

Co-Chief Investment Officer &
Senior Portfolio Manager

Justin Akin

J. Justin Akin

Vice President & Senior Portfolio Manager

Matt Moran

Matt W. Moran, CFA

Vice President & Portfolio Manager

Daniel Johnson

Daniel R. Johnson, CFA, CPA

Vice President & Portfolio Manager

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Wenjun (William) Yang, CFA

Vice President & Portfolio Manager

Andrew McIntosh

Andrew R. McIntosh, CFA

Portfolio Manager

Ashley Abney

Ashley L. Abney, CPA

Associate Portfolio Manager, Derived Strategies

Jeff Hoskins

Jeffrey B. Hoskins, CFA

Director of Research & Associate Portfolio Manager

Todd Mayberry

Todd D. Mayberry, CFA

Associate Portfolio Manager


 

Research

J. Alex Brown

J. Alex Brown

Chief Investment Officer

Jimmy Kapfhammer

James W. Kapfhammer Jr., CFA

Senior Equity Research Analyst

Allen Harris

Allen F. Harris, CFA

Equity Research Analyst

Anthony Jahollari

E. Anthony Jahollari, CFA

Equity Research Analyst

Swati Ananda

Swati Ananda

Equity Research Analyst– & Equity Research Analyst

Brett Leary

Brett T. Leary

Associate Equity Research Analyst & Senior Specialist, Investment Data Systems– & Senior Specialist, Investment Data Systems

Kevin J. Mingus

Kevin J. Mingus

Associate Equity Research Analyst & Coordinator, Investment Data Systems


 

Investment Support

Glory O. Adebayo

Glory O. Adebayo

Research Coordinator (Portfolio Analysis)


Executive Advisor

James Shircliff

James C. Shircliff, CFA

Executive Advisor