TOP

A Committed

& Invested Team 

TEAM
Unwavering Client Focus
Our experienced professionals embrace a culture of performance excellence and maintain an unwavering commitment to putting our client’s interests first. Our investment team has extensive knowledge and experience managing successful, value-oriented investment strategies.
Brien M. O'Brien
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Brien M. O'Brien
Brien M. O'Brien
Chairman and
Chief Executive Officer
Tracy Rothmeyer
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Tracy Rothmeyer
Tracy Rothmeyer
Chief Operating Officer
and Chief Compliance Officer
Ed Loeb, CFA
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Ed Loeb, CFA
Ed Loeb, CFA
Partner
Charles Neal
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Charles Neal
Charles Neal
Associate Portfolio Manager
and Senior Research Analyst
Sean McBride
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Sean McBride
Sean McBride
Research Analyst
Quinlan Burns
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Quinlan Burns
Quinlan Burns
Research Analyst
Michael Laramie
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Michael Laramie
Michael Laramie
Head Trader
Kevyn Kling, CFA
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Kevyn Kling, CFA
Kevyn Kling, CFA
Vice President, Institutional
Relationship Manager
John Meyers, CPA
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John Meyers, CPA
John Meyers, CPA
Chief Financial Officer
Kim Phelan
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Kim Phelan
Kim Phelan
Vice President, Marketing and
Communications
Brian Calabrese
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Brian Calabrese
Brian Calabrese
Vice President, Operations
Kara Mott
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Kara Mott
Kara Mott
Executive Assistant and Office Administrator