Our Team

Meet The Team

John F. Blair

President & Portfolio Manager

Gregory G. Heard

Principal & Portfolio Manager

Frederick A. Allner, III

Principal & Portfolio Manager

Jeffrey L. Caples, CFA

Principal & Portfolio Manager

James P. Gauthier, CFA

Senior Vice President & Portfolio Manager

Darin A. Morgan, CFA, CFP®

Senior Vice President & Portfolio Manager

David P. Corcoran

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

Douglas R. McClean, III

Operations & Technology Manager

Andrew N. Riehl

Research Analyst

Olive H. Waxter

Client Service Associate

Becky Scaletta

Client Service Associate

Stacy L. Fisher

Client Service Associate

Dawn M. Lasek

Administrative Assistant