Effective July 2025, we are pleased to announce the following promotions to Senior Vice President:
SVP Appointment Notices
Mathew Harrison, CFA
to Senior Vice President, Head of Private Client Group
Kyle Coatsworth, CFA
to Senior Vice President, Head of Institutional
Julie Cordeiro, LLB, LLM
to Senior Vice President, Chief Administrative Officer and General Counsel
Doug Winslow, CFA
to Senior Vice President, Portfolio Manager for U.S. Equities
James Arnold, CFA
to Senior Vice President, Portfolio Manager for Fixed Income