our team

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david-gatti

David M. Gatti
CEO, CIO and Founding Partner

brandon-lamb

Brandon Lamb
Chief Compliance Officer

robert-mccauley

Robert D. McCauley
Chief Financial Officer

jason-mcginty

Jason A. McGinty
Senior Portfolio Manager and Founding Partner

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william-eaton

William T. Eaton, II, CIMA®
Senior Director — Portfolio Management, Director — Wealth Management

david-gatti

David M. Gatti
CEO, CIO and Founding Partner

mitchell-goldfeld

Mitchell A. Goldfeld, CIMA®
Director — Wealth Management, Director — Portfolio Management

sam-kiefer

Samuel M. Kiefer, AIFA®
Partner

brandon-lamb

Brandon Lamb
Chief Compliance Officer

hugh-maginnis

Hugh P. Maginnis
Partner

jason-mcginty

Jason A. McGinty
Senior Portfolio Manager and Founding Partner

RPg Advisors

jason-mcginty

Jason A. McGinty
Senior Portfolio Manager and Founding Partner

RPg Advisors

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john-donabedian

John X. Donabedian
Director — Portfolio Management

william-eaton

William T. Eaton, II, CIMA®
Senior Director — Portfolio Management, Director — Wealth Management

deborah-friend

Deborah (Darby) B. Friend
Director — Wealth Management

mitchell-goldfeld

Mitchell A. Goldfeld, CIMA®
Director — Wealth Management, Director — Portfolio Management

sam-kiefer

Samuel M. Kiefer, AIFA®
Partner

hugh-maginnis

Hugh P. Maginnis
Partner

Administration

mariann-dube

Mariann C. Dube
Chief Administrative Officer

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jim-peters

James F. Peters, Jr.
Managing Director, Co-Chair Investment Committee

ben-zimmer

Ben Zimmer
Research Analyst, Portfolio Management Administrator