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