Steve Powers

Steve Powers, CFA

Senior Director, Intermediary Markets

Steve Powers, CFA, senior director, intermediary markets, is responsible for business development within the intermediary channel including RIAs, family offices and sub-advisory relationships. Steve brings 24 years of industry experience, including direct retail experience as a financial advisor and private banker, and indirectly as an external wholesaler and portfolio specialist. Prior to joining the firm in 2014, Steve was with Incapital LLC. Steve received a BA in economics and a BA in business management from North Carolina State University and he is a CFA® charterholder. Steve maintains the Series 7 and 63 licenses and is a registered representative of Foreside Fund Services, LLC.

Steve Powers, CFA
Mark Johnson, CFA

Intermediary Sales Team

Mark Johnson, CFA

Managing Director, head of Intermediary Markets America

Pat Caragher

Intermediary Sales Team

Pat Caragher

Director, Intermediary Markets

Chris McCrea

Intermediary Sales Team

Chris McCrea

Director, Intermediary Markets

Kevin Nolin

Intermediary Sales Team

Kevin Nolin

Senior Director, Intermediary Markets

Lisa Patterson

Intermediary Sales Team

Lisa Patterson

Director, Financial Instirutions

Stephanie Armbruster

Intermediary Sales Team

Stephanie Armbruster

Intermediary Sales Associate

Martin Coughlan, CFA, CAIA

Intermediary Sales Team

Martin Coughlan, CFA, CAIA

Head of Distribution

Mark Johnson, CFA

Intermediary Sales Team

Mark Johnson, CFA

Managing Director, head of Intermediary Markets America

Pat Caragher

Intermediary Sales Team

Pat Caragher

Director, Intermediary Markets

Chris McCrea

Intermediary Sales Team

Chris McCrea

Director, Intermediary Markets

Kevin Nolin

Intermediary Sales Team

Kevin Nolin

Senior Director, Intermediary Markets

Lisa Patterson

Intermediary Sales Team

Lisa Patterson

Director, Financial Instirutions

Stephanie Armbruster

Intermediary Sales Team

Stephanie Armbruster

Intermediary Sales Associate

Martin Coughlan, CFA, CAIA

Intermediary Sales Team

Martin Coughlan, CFA, CAIA

Head of Distribution