Fixed Income Jason Jackman, CFA President, CIO, Principal Dale Coates, CFA Vice President & Portfolio Manager, Principal Michael Leisring, CFA Director of Fixed Income & Portfolio Manager, Principal Brandon Zureick, CFA Director & Portfolio Manager, Principal David Theobald, CFA Portfolio Manager, Principal Ryan Martin, CFA Portfolio Manager Emilia Connor Research Associate & Trader Brad Morrissey Credit Analyst Kristen Curtiss Trader
Equity Brian Kute, CFA Director of Research & Portfolio Manager, Principal William Jung, CFA Research Analyst Joe Edelstein, CFA Research Analyst Chris Godby, CFA Research Analyst Bryan Andress, CFA Research Analyst Joe Abbott Research Associate
Marketing & Client Services Fred Brink, CFA Managing Director, Principal Emily Fox, CAIA Director of Institutional Business Development Irene Tsai, CFA, CFP®, ChFC®, CLU® Director of Intermediaries & Client Service Jamie Horn Director of Marketing Alex Bey, CFA Portfolio Specialist David Ostmann Operations Associate Margaret Palmer Account Administrator Elyse Luecke Client Support Assistant
Leadership Timothy Johnson, Ph.D. Founder and Chairman, Principal Jason Jackman, CFA President, CIO, Principal Fred Brink, CFA Managing Director, Principal Michael Leisring, CFA Director of Fixed Income & Portfolio Manager, Principal Brandon Zureick, CFA Director & Portfolio Manager, Principal Brian Kute, CFA Director of Research & Portfolio Manager, Principal
Compliance & Operations Scott Bischoff, IAACP Chief Compliance Officer, Principal Marc Figgins Director of Fund Services
