Our Team

Senior Management | Directors

Mike Rome

Chief Executive Officer


Bio

David Underwood

President | Chief Financial Officer


Bio

A. Chris St. Paul

Chief Compliance Officer


Bio

Bruce G. Garrison, CFA

Senior Managing Director, REIT Strategy


Bio

Charles L. Lamme

Managing Director


Bio

A. Ronald Lerner

Managing Director


Bio

John E. Robertson

Managing Director


Bio

Matthew R. Werner, CFA

Managing Director | Portfolio Manager


Bio

Research | Portfolio Management | Trading

Zach Beck

Portfolio Administrator


Bio

Blane T. Cheatham, CFA

REIT Analyst


Bio

Bradley J. Eixmann, CFA

Senior Portfolio Manager


Bio

Brandon J. Frank

Portfolio Manager


Bio

R. Randall Grace, Jr., CFA, CFP®

Portfolio Manager


Bio

Patricia D. Journeay, CFA

Portfolio Manager | Analyst


Bio

Teresa M. Perez

Portfolio Administrator | Trader


Bio

Ramon G. Reyes

Trader


Bio

Parker T. Rhea

REIT Analyst


Bio

Mary Catherine ("Polly") Shouse

Portfolio Manager | Strategic Asset Allocation


Bio
 
 

Wealth Advisors | Marketing

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