Our Team

Senior Management | Directors

David Underwood

Chief Executive Officer


Bio

A. Chris St. Paul

Chief Compliance Officer


Bio

Bruce G. Garrison, CFA

Senior Managing Director, REIT Strategy


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

Bradley J. Eixmann, CFA

Chief Investment Officer | Senior Portfolio Manager


Bio

Brandon J. Frank

Chief Financial Officer | Portfolio Manager


Bio

R. Randall Grace, Jr., CFA, CFP®
(In Memoriam 1971 - 2021)

Portfolio Manager


Bio

Ramon G. Reyes

Director of Trading


Bio
 
 
 

Wealth Advisors | Marketing | Client Services

Julia J. Cauthorn

Wealth Advisor


Bio

Laura L. Genung, JD

President | Trust Officer


Bio

Timothy J. Lootens, CFP®

Wealth Advisor | Trust Officer


Bio

Sean M. Nimmo

Wealth Advisor | Trust Officer


Bio

Michael J. Stavar, CPA, CFP®

VP of Marketing, Consultant & Institutional Sales


Bio

BJ Willingham, CFA

Consultant


Bio

Frank M. Wozencraft, Jr., CFA

Wealth Advisor


Bio
 

Operations

Jo A. Barrie

Operations Specialist


Bio

Kurt F. Cooperrider

Director of Operations


Bio

Courtney A. Fruge

Office Manager / HR


Bio

Kate E. Latchett

Operations Specialist


Bio

Diana H. Waldrum

Comptroller


Bio

Barbara A. Yopp

Operations Specialist


Bio
 

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