Team
David Littleton
CEO
Alexander Morris
President & CIO
Matthew Swendiman, JD, CFA®
Chairman & Chief Compliance Officer
Kimberly LaVigne
SVP, National Accounts
RICK BELL
VP, Intermediary Sales
North West & North Central
ADAM CROLL
Director, Trading & Operations
JOSEPH FEENEY
Head Trader
MARSHALL SLAYDEN
Analyst
RANDALL LOVING
Analyst
STEVE ROSNER
Director Client Service
PETER BADEN
CIO
Genoa Asset Management
JUSTIN "JUD" HENNESSY
Director of Portfolio Management
Genoa Asset Management
FRANCISCO J. BIDO
Senior Portfolio Manager
Integrated Alpha
BARRY JULIEN, CFA®
CIO
Oakhurst Capital Management
MARCIN ZDUNEK
Director of Trading
Oakhurst Capital Management
JOHN HAN, CFA®, CPA®
Credit Analyst
Oakhurst Capital Management
BARBARA KING
Executive Assistant
Oakhurst Capital Management
DENNIS MASON
Chief Compliance Officer