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


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