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Investment Portfolio Team
Our Investment Team is solely focused on navigating the financial markets and determining the optimal investments to meet your goals, and our dedicated Portfolio Managers help oversee management of investment portfolios. Our highly skilled and motivated investment professionals are committed to actively monitoring your portfolio—managing assets for families, endowments, foundations and corporations. Many of our team members hold advanced designations, including Chartered Financial Analyst® charterholders, CPAs, CERTIFIED FINANCIAL PLANNER™ practitioners and MBAs.
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Zachary E. Hillard, CFA, MBA
Executive Vice President, Chief Investment Officer
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Kevin Pfleger
Executive Vice President,
Investment Portfolio Manager
Investment Portfolio Manager
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Mike Bartochowski
Senior Vice President, Investment Portfolio Manager
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Mike Elvin, CFP®, CFA, CAIA
Senior Vice President, Director of Fixed Income
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Grant McKay, CFA, MBA
Senior Vice President,
Investment Portfolio Manager
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Aaron Sutton, CFA
Senior Vice President,
Investment Portfolio Manager
Investment Portfolio Manager
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Patrick Jones, CFA
Assistant Vice President
Associate Portfolio Manager, Fixed Income
Associate Portfolio Manager, Fixed Income
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Derek Sasveld, CFA
Senior Vice President,
Director of Investment Research and Strategy
Director of Investment Research and Strategy
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Michael Bugos
Commercial & Wealth Analyst
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Luke Allison
Officer, Portfolio Implementation Manager
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Michael Braker
Assistant Vice President,
Associate Portfolio Manager, Trading
Associate Portfolio Manager, Trading
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Brittany Street
Assistant Vice President, Associate Portfolio Manager, Trading II
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Sean Callison
Senior Vice President, Investment Portfolio Manager
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