Dedicated Institutional Services Group

Patrick Lee

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

Chris Morris

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

Catie O'Connell

Director – NORTHEAST DIVISION ME, VT, NH, MA, MD, CT, RI, NY, NJ, Eastern PA, Washington DC, DE

Tim Rheaume

Director – SOUTHEAST DIVISION MO, AR, LA, MS, AL, TN, KY, GA, FL, SC, NC, VA, WV, OH, Western PA

Jay Hong

Director – NORTHEAST DIVISION ME, VT, NH, MA, MD, CT, RI, NY, NJ, Eastern PA, Washington DC, DE

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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