- Industry Experience: 25 years
- Managed Fund Since: 2009
- B.B.A., James Madison University
Sean, a managing director, is the chief investment officer for Taxable Fixed Income. Sean leads the strategy and performance for all taxable fixed income investments. He has extensive experience in research and fixed income. Prior to joining the firm in 2004, Sean spent six years at Freddie Mac in credit research and four years as a bank credit analyst at the rating agency LACE Financial Corporation. Sean graduated cum laude from James Madison University with a Bachelor of Business Administration degree and is a CFA® charterholder. He is a member of the CFA Institute and serves on the Baltimore CFA Society's Board of Directors.
- Industry Experience: 23 years
- Managed Fund Since: 2002
- B.S., State University of New York at Geneseo
- M.B.A., University of Rochester
Mark is lead portfolio manager for the actively managed short duration portfolios. He is also the lead for all structured product research, such as mortgage-backed and asset-backed securities. Prior to joining the firm in 2002, he was with National City Corporation's Equity Sponsor Group, involved with senior debt lending for equity buyouts. A CFA® charterholder, Mark earned a Bachelor of Science degree from the State University of New York at Geneseo and an M.B.A. from the University of Rochester.
- Industry Experience: 22 years
- Managed Fund Since: 2017
- B.S., Miami University (Ohio)
- M.B.A., Case Western Reserve University
Rich is lead portfolio manager for high
yield solutions. He also serves as portfolio manager for short-duration
products and a credit analyst. Rich joined the firm in 2004 after spending five
years as a financial analyst with National City Corporation's Institutional
Asset Management division and more than two years with Retirement Plan
Services. Rich earned a Bachelor of Science degree from Miami University,
Ohio and an M.B.A. from Case Western Reserve University. He is a CFA® charterholder.
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