Executives & Employees
Key Executives
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Patrick Boyce
CFA – Chief Administrative Officer
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Michael Colvin
General Counsel, Chief Compliance Officer
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Patrick Daugherty
Partner, Senior Portfolio Manager, Head of Distressed and Special Situations Investments
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Joe Dougherty
CFA, CPA – Partner, Senior Portfolio Manager, Head of Retail Products
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John Honis
Partner, Head of Private Equity and Head of Portfolio Company Management
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Paul Kauffman
CFA, CPA – Partner, Senior Trader and Co-Director of Portfolio Management
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Mark Okada
Chief Investment Officer
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Kurtis Plumer
CFA – Partner, Senior Portfolio Manager, Multi-Strategies
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Greg Stuecheli
Portfolio Analyst - Structured Products
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Amit Walia
Partner
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David Walls
CFA – Partner, Senior Industry Portfolio Manager