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About

Our Staff

Investment Group

  • Paul J. Valickus, CFA, CFP®

    Chairman of the Board
    Chief Investment Strategist

  • Michael R. Matty, CFA, CFP®

    President

  • Timothy W. Suffish, CFA, CPA

    Senior Vice President
    Equity Markets

  • Louis Bartenstein

    Vice President

Client & Account Management

  • Paul J. Marchese

    Senior Vice President
    Client Services

  • Brendon C. Hutchins, CFP®

    Senior Vice President
    Client Services

  • Patricia M. Faginski

    Vice President
    Client Services

  • Amy E. Santarelli

    Vice President
    Client Services

MIS

  • Laurie A. Long

    Senior Vice President
    Operations

  • Robert A. LaPre

    Vice President
    Treasurer

  • Elizabeth M. Pelkey

    Vice President

  • Eric M. Hojnoski

    Vice President

  • Jason Schuck

    Assistant Vice President
    Assistant Treasurer

Corporate Communications

  • Marion F. Roberts

    Assistant Vice President

  • Carolino A. Centeno, Jr.

    VP-Marketing & Sales

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