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Our Team

Meet The Team

John F. Blair

President & Portfolio Manager

Gregory G. Heard

Principal & Portfolio Manager

Frederick A. Allner, III

Principal & Portfolio Manager

Shandy C. Pumphrey

CFO & Chief Compliance Officer

Jeffrey L. Caples, CFA

Senior Vice President & Portfolio Manager

James P. Gauthier, CFA

Senior Vice President & Portfolio Manager

Nicholas N. Petrelli, CFP®

Portfolio Manager & Research Analyst

Brendan P. Sweeney

Portfolio Manager & Research Analyst

Andrew T. Chudy

Portfolio Manager & Research Analyst

Andrew N. Riehl

Research Analyst

Douglas R. McClean

Operations & Technology Manager

Olive H. Waxter

Client Service Associate

Becky Scaletta

Client Service Associate

Dawn M. Lasek

Administrative Assistant