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

Lenèe Dirzuweit

Chief Compliance Officer & CFO

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

Jodi Credit

Client Service Associate

Dawn M. Lasek

Administrative Assistant