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Our professionals serve as a knowledgeable resource in representing our broad range of investment strategies and products to meet your clients’ needs. We also have the resources and expertise to provide in-depth information and analysis to service your due diligence process.

Contact Us

Internal Sales Desk: 888-225-4250 
Monday to Friday from 8:00am — 7:00pm ET
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Registered Investment Advisor Account Services: 866-821-7514 
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Regional Teams

The RIA Division serves Registered Investment Advisors, Family Offices, and Bank Trusts.

New England

Natalie Hedlund, CIMA®

RIA Director, RIA Division

Hunter Winsor

RIA Consultant, RIA Division

New York

Rich Shearer

RIA Director, RIA Division

Matthew Blundo

RIA Consultant, RIA Division

Ohio Valley

Richard Parrey, CIMA®

RIA Director, RIA Division

James Keiderling, MBA, RMA®, CIMA®

RIA Consultant, RIA Division

Mid Atlantic

Chad Morgan, CFA®

RIA Director, RIA Division

James Keiderling, MBA, RMA®, CIMA®

RIA Consultant, RIA Division

Upper South

Jennifer Alberding, AIF®

RIA Director, RIA Division

Hunter Winsor

RIA Consultant, RIA Division

South

Drew Kehnast, CFA®

RIA Director, RIA Division

Laura Castine, CIMA®, CRPC®

RIA Consultant, RIA Division

Midwest

Paddy Stanton, CIMA®

RIA Director, RIA Division

Nick Lappas

RIA Consultant, RIA Division

Great Plains

Tom Antonovich, CIMA®, CAIA®, CFP®, RMA®

RIA Director, RIA Division

Alicia Sullivan

RIA Consultant, RIA Division

Pacific Northwest

Aaron Dale

RIA Consultant, RIA Division

Josh Baker

RIA Consultant, RIA Division

Northern California/Nevada

James Mitchell

RIA Director, RIA Division

Josh Baker

RIA Consultant, RIA Division

Southern California

Nick Pascucci

RIA Consultant, RIA Division

Mountain States

Jake Walter

RIA Director, RIA Division

Russ Pygott, CIMA®

RIA Consultant, RIA Division

Texas

Shane Ward, AIF®

RIA Director, RIA Division

Tyler Corson

RIA Consultant, RIA Division

Management Team

Michael Cochrane

SVP, Head of RIA Field Sales