Our Team

 
  • Carol Podesta Foley

    President & CEO
    Registered Investment Advisor

  • Victor Elting

    Executive Vice President & Secretary
    General Counsel

  • Kimberly Donovan

    Senior Vice President
    Chief Compliance Officer

  • Brian Foley

    Executive Vice President
    Chief Investment Officer
    Registered Investment Advisor

  • Larry Morris

    Senior Vice President Registered
    Investment Advisor

  • Penny Gates

    Equity Sales Trader

  • Jim Hinman

    Senior Vice President

  • Gary W. Lees

    Vice President