Our Team


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Anton V. Schutz
Senior Portfolio Manager
  • BA in Business Administration and Management, Franklin & Marshall College; MBA in Finance, Fordham University
  • 30+ years industry experience

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Russell Echlov
Senior Portfolio Manager, global financials & Portfolio Manager, U.S. financials
  • AB in Modified Economics and Geography, Dartmouth College
  • 20+ years industry experience

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Reed Deupree
Portfolio Manager
  • BS in Business Administration, Washington & Lee University; MBA in Finance, The Wharton School at University of Pennsylvania
  • 18+ years industry experience

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T. Sadler Stukes, Jr. CFA
Senior Advisor and Portfolio Strategist
  • BA in American Studies, University of North Carolina at Chapel Hill
  • 21+ years industry experience
  • CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Andy Schoeneman
Senior Trader & Analyst
  • BBA in Finance, St. Bonaventure University; MS in Business, Nazareth College
  • 10+ years industry experience

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Jacob Morton
Trader
  • BS in Business Management, Plattsburgh State University
  • 22+ years industry experience

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Brett Owen
Trader & Analyst
  • BS in Business Administration, SUNY Geneseo; MBA in Finance and Corporate Strategy, Simon Business School
  • 7+ years industry experience

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Matthew Gagnier
Analyst
  • BA in Business, Organization and Society, Franklin and Marshall College
  • 1+ year industry experience

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George Cecil
Analyst
  • BSBA in Accounting, Appalachian State University
  • <1 year industry experience

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Aedin Brennan
Business Development Associate
  • BS in Biology, Denison University
  • 1+ year industry experience

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Ann Sandman
Office Manager
  • BA in Political Science, Nazareth College

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