Client Services Team
James W. Owens, Jr.
Director, Client Portfolio Services
Partner
Keith W. Bruch, CFA
Director, Client Portfolio Services
Partner
Scott S. Kemper
Director, Client Portfolio Services
Partner
Michael Wagner, CFA
Director, Client Portfolio Services
Taft-Hartley
Partner
David G. Beata
Senior Analyst, Client Portfolio Services
Partner
Josh Dupont
Partner & Director of Business Development
Paul Robertson
Director, Client Portfolio Services, Canada
Jim Cavanaugh
Director, Client Portfolio Services
Marisa Rosenblatt
Senior Marketing Analyst
Client Service Analyst
Partner
Jessica Merz
Marketing
Client Service Analyst
Erin Varner
Marketing
Client Service Analyst
Brett Goldacker
Director, Business Development