Our Team

Joseph Y. Calhoun III

Chief Executive Officer

Douglas R. Terry, CFA

Chief Investment Officer

Jeffrey P. Snider

Chief Investment Strategist

Mark Stuart

Portfolio Manager, Analyst, Advisor

Marcelo Perez

Head of Operations, Analyst, Advisor

Bob Williams

Public Relations Manager, Advisor

Patrick J. Manning

Head of Strategic Investments

Rafael A. Perez

Chief Legal Officer, Advisor

W. Larry Hogue

Portfolio Manager, Advisor

Jessica L. Hudak

Operations Manager

Roberto C. Lasa

Relationship Manager, Advisor

John L. Chapman, PhD

Chief Economist