Investment Adviser Professionals

Our team has broad based investment experience that includes over 100 years of fixed income portfolio management, trading and underwriting, public finance and investment banking, and work in the public sector as finance officers.

Our Owners

Bill Scanlon, Chief Executive Officer & Compliance Officer                      (contact Bill)

Kathie Barr, President & Chief Operating Officer                                    (contact Kathie)

Our Team

Stan Bahorek, Sr. Managing Director & Portfolio Manager                         (contact Stan)

Debbie Newman, Sr. Portfolio Manager & Managing Director               (contact Debbie)

Dave LeVeck, Managing Director                                                                       (contact Dave)

Allison Cukon, Managing Director & Portfolio Manager                          (contact Allison)
 
Bill Markus, Managing Director & Portfolio Manager                                     (contact Bill)

Amy Cillian, Office Administrator                                                                     (contact Amy)