Senior Management

Paul Anderson, CFA®

Managing Director – CT, MA, VT, NH, ME

Dedicated Institutional Services Group

Gerard Burke

Managing Regional Director – NY, NJ

Patrick Lee

Managing Regional Director – CA, NV, UT, AZ, CO, NM, KS, OK, TX, HI

Chris Morris

Director – AK, OR, WA, ID, MT, WY, ND, SD, NE, MN, IA, WI, MI, IL, IN

Catie O'Connell

Director – MO, KY, WV, VA, MD, PA, DC, DE, OH

Tim Rheaume

Director – AR, LA, MS, TN, AL, GA, FL, SC, NC

Paul Anderson, CFA®

Managing Director – CT, MA, VT, NH, ME

Consultant Relations Team

Kevin Finney

Senior Vice President, Consultant Relations

Devin Griffin

Vice President, Consultant Relations

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

Jim Flaherty earned the AIF® Designation from the Center for Fiduciary Studies in 2017. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.

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