Who We Are

Joseph DaGrosa, Jr.

Joseph DaGrosa, Jr.

Chairman & CEO

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Ray Joseph

Ray Joseph

Chief Investment Officer

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Gary J. Bachman

Gary J. Bachman

President & Chief Financial Officer

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Stephanie L. Brown

Stephanie L. Brown

Chief Distribution Officer

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Adrain L. Bryant

Adrain L. Bryant

Chief Legal Officer

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Karrie J. Jerry

Karrie J. Jerry

Chief Compliance Officer

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Adam Kaplan

Adam Kaplan

Chief Administrative Officer

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Leslie Marcus, CFA

Leslie Marcus, CFA

Chief Marketing Officer

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Katie Calvert

Katie Calvert

Vice President, Director of Conferences & Events

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Shane Cunningham

Shane Cunningham

Managing Director, U.S. Offshore, LATAM & Florida

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Daryl Gengler

Daryl Gengler

Vice President, Director of Fund Operations

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Darlenes Mack

Darlenes Mack

Associate Director of Administration

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Michael Maddox

Michael Maddox

Senior Vice President, Regional Director, West Coast & Central

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Cheryl McCarthy

Cheryl McCarthy

Senior Vice President, Regional Director, Northeast, Midwest & Southeast

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Michelle Moore

Michelle Moore

Managing Director, IBD Channel

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Kristy Nguyen, CFA

Kristy Nguyen, CFA

Senior Vice President, Director of Investments

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Board of Directors & Senior Advisors

Joseph DaGrosa, Jr.

Joseph DaGrosa, Jr.

Chairman & CEO

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Robert H. Book

Robert H. Book

Co-Vice Chairman

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Jay Schottenstein

Jay Schottenstein

Co-Vice Chairman

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Connie Collingsworth, L.L.M., J.D.

Connie Collingsworth, L.L.M., J.D.

Director

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Admiral William Owens

Admiral William Owens

Director

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Martha Bejar, MBA

Martha Bejar, MBA

Director

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Steven W. Sansom

Steven W. Sansom

Director

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Eric Ervin

Eric Ervin

Director

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Amr Alian, CPA, MBA, CVA

Amr Alian, CPA, MBA, CVA

Director

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Maria C. Alonso, NACD.DC

Maria C. Alonso, NACD.DC

Director

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