Client Services Team


James W. Owens, Jr.


Director, Client Portfolio Services
Partner

Keith W. Bruch, CFA


Director, Client Portfolio Services
Partner

Peter M. Young, CFA


Director, Client Portfolio Services
Partner

Scott S. Kemper


Director, Client Portfolio Services
Partner

David G. Beata


Senior Analyst, Client Portfolio Services
Partner

Paul J. Halpern, Ph.D.


Director, Client Portfolio Services, Canada

Michael Wagner


Director, Taft-Hartley Sales & Services
Partner

Marisa Rosenblatt


Senior Marketing Analyst
Client Service Analyst
Partner

Jessica Merz


Marketing
Client Service Analyst

Kari Smith


Marketing
Client Service Analyst