Our Team
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Management Team
Philip D. Tasho, CFA
CEO and CIOKathleen B. Neumann, CFA
PresidentBetsy M. Markus, IACCP
COO and CCOTimothy A. Holland, CFA
Portfolio ManagerPortfolio Management and
Research TeamPhilip D. Tasho, CFA
CEO and CIOTimothy A. Holland, CFA
Portfolio ManagerMark D. Herman
TraderWaldemar A. Mozes
Equity AnalystKirk M. Streckfus, CFA
Equity AnalystBrian R. Zaczynski
Investment Specialist -
Client Service Team
Michael C. Sahakian
Director of Client ServiceTimothy S. Reams
Portfolio AdministratorOperations & Compliance
Betsy M. Markus, IACCP
COO and CCOSuzanne E. Kellogg, IACCP
Compliance OfficerMalini Vernugopal
Investment Operations SpecialistMarketing & Administration
Kathleen B. Neumann, CFA
PresidentDima A. Awamleh
Finance CoordinatorT. Diane Bennaugh
Administrative AssistantEdward R. Stearns
Marketing Associate