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Employee Directory

David I. Templeton
David I. Templeton, CFA
Portfolio Manager & Principal
Lisa Marek
Lisa Marek
Client Services & Operations Associate
Mark A. Bennett
Mark A. Bennett, CFA
Portfolio Manager & Principal
Matthew Antenucci, CFA
Matthew Antenucci, CFA
Portfolio Manager
Matthew Woebkenberg, CFA
Matthew Woebkenberg, CFA
Investment Associate
Terence L Horan
Terence L Horan, CLU, ChFC
President/CEO
Todd Poellein
Todd Poellein, CFA
Senior Portfolio Manager
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