Watch v. to guard, tend or oversee, especially for protection or safekeeping.

n. The officers and crew who attend to the working of a ship for an allotted period of time.

  • 18 MBAs
  • 3 PHDs
  • 3 Masters
  • 4 CFP® Professionals
  • 9 CFA® Charterholders

Management Team

Rick Wurster - Chief Executive Officer

Rick Wurster
Chief Executive Officer

Bryan Olson - President

Bryan Olson, CFA
President

Liz Ann Sonders - SVP

Liz Ann Sonders
Investment Committee Member

Christian Menegatti, Ph.D.

Christian Menegatti, Ph.D.
Chief Investment Strategist

Michael E. Gillespie

Michael E. Gillespie
Chief Compliance Officer

George Mylnikov

George Mylnikov, Ph.D.
Head of Quantitative Research

Bill Swerbenski - Vice President

Bill Swerbenski, CFA
Vice President

Business Planning & Strategy

Jack McManmon III

Jack McManmon III
Senior Managing Director

Relationship Management

Jon S. Stuart, CFA, CFP

Jon S. Stuart, CFA, CFP
Senior Managing Director

Sales, Investor Services

John P. Jagusiak

John P. Jagusiak
Managing Director

Trading and Trade Support

Denise Kampf

Denise Kampf

Managing Director

Trading and Operations

William F. Shaw

William F. Shaw
Managing Director

Marketing and Communications

Lawrence L. Jules

Lawrence L. Jules
Director

Trading

Ming Ouyang, Ph.D., CFA

Ming Ouyang, Ph.D., CFA
Director

Senior Quantitative Analyst

Patricia Ferris

Patricia M. Ferris
Senior Manager

Client Service

Caitlyn Jurczak

Caitlyn Jurczak
Senior Manager

Compliance

Anton Dorokhin, CFA

Anton Dorokhin, CFA
Senior Fundamental & ETF Analyst

Anton Dorokhin, CFA

Jeffrey Norton, CFA
Senior Fundamental & ETF Analyst

  • Dean Antoniou, Managing Director
  • Glenn Brown, Managing Director
  • Michael Brozzo, Managing Director
  • Timothy J. Kohn, Managing Director
  • G. Spencer Logan, Managing Director
  • Michael Morin, Managing Director
  • Eric Nelson, Managing Director
  • Berkeley B. Revenaugh, Managing Director
  • Kay Dosu, Specialist
  • Cassandra Webster, Senior Specialist
  • Peter Mancuso, Specialist
  • Maxwell Saunders, Senior Specialist
  • Tom Kennedy, Associate
  • Brian Locarni, Senior Trader
  • Nicholas Marsella, Specialist
  • Alex Mazza, Senior Specialist
  • Brian O’Neill, Senior Trader
  • Logan Patrick, Senior Manager
  • Stephanie Surette, Senior Manager
  • Edit Toth-Bonvie, Senior Specialist
  • Robert Vatter, Specialist
  • Andrew Wingerter, Specialist
  • Philippa Zuckerman, Managing Director
  • Ashley Brown, Manager
  • Julianne Hirtle, Senior Specialist
  • Caitlyn T. Jurczak, Senior Manager
  • Michael Kelleher, Quantitative Analyst
  • Peter Washburn, Infrastructure Specialist
  • Alicia Barrows, Representative
  • Veronica Mehigan, Executive Administrator
  • Tess Montague, Representative
  • Joshua Moore, Representative
  • Ryan Stadelmann, Representative
  • Anna Tsaur, Office Administrator
  • Adam Chase, Manager
  • Brendan Coleman, Manager
  • Nicole Calabrese, Managing Director
  • R. Hilliard Ebling, Managing Director
  • Thomas Mosel, Managing Director
  • Bill Brennan, Managing Director