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“We’re patient. We allow things time.”

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Home ▶ People ▶ Client Portfolio Team
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Client Portfolio Team

Bill Cook

Bill Cook

National Director of Mutual Fund Sales
Herb Albin

Herb Albin

Managing Director & Investment Officer
Lisa Foley

Lisa Foley

Managing Director & Investment Officer
Stein Hugus, CIPM

Stein Hugus, CIPM

Senior Investment Associate
Susan Schmatzhagen

Susan Schmatzhagen

Senior Investment Associate & Operations Manager
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