Executive Team

JIM McCLENDON

Managing Director and CIO

MEGAN MEADE

President and CEO

JILL DILDINE

CPA, Corporate Vice President, Controller, CCO

Portfolio Management

JIM McCLENDON

Managing Director and CIO

JENNIFER ENSTAD

CFA®, Senior Portfolio Manager

KEITH SWANSON

CFA®, Portfolio Manager

ERIC NEUFELD

CFA®, Portfolio Manager

JULIA STEWART

Portfolio Manager

Sales Team

SYLVAIN TEMPLEMAN

Senior Vice President - Western Region

KENNETH DEANE

Senior Vice President - Eastern Region

SCOTT FRIEL

Senior Vice President - Director of Enterprise Strategy

JANET LEE

Vice President, Internal Sales - Western Region

DARRELL SZYMANSKI

Vice President, Internal Sales - Eastern Region

MELISSA McNEILL

Vice President, Internal Sales - Central Region

ERIC KUHNS

Vice President, Southwest Region

ANDRE YOVANOVITCH

Vice President - Southeastern United States

JULIE MOCHAN

National Director of Retirement Plan Sales

NEIL NAKAGAWA

Vice President, Northwest Region

NATHAN RACHELS

Vice President, Florida/Georgia Region

JAKE CHOW

Financial Consultant

Marketing & Operations

STEPHANIE LARSON

Vice President of Marketing

MARYAM TABEI

Marketing Consultant

INGRID KAFER

Director of Operations

JENNIFER ROWE

Project Manager