Dedicated Institutional Services Group

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

Consultant Relations Team

Kevin Finney

Senior Vice President, Consultant Relations

Devin Griffin

Vice President, Consultant Relations

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.

Ed Farrington earned the AIF® Designation from the Center for Fiduciary Studies in 2016. 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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