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Staff Profiles

Investment Committee

Vincent R. Valicenti - Chairman of the Board

Joseph M. Valicenti - President/Chief Executive Officer (CEO)

Jeffrey S. Naylor - Executive Vice President/Chief Financial Officer (CFO)

Andrew R. Clark, CFP ® - Portfolio Manager

Lisa M. Mancini - Assistant to the Portfolio Manager

Human Resources

Theresa R. Stewart - Director of Human Resources

Marketing And Client Services

Ralph H. Roberts, Jr. - Vice President/Client Services

Administrative Assistants and Receptionist

Ann S. Nolan, RP - Administrative Assistant

Heather D. Hall, RP - Administrative Assistant

Operations Department

Tracy L. Jenkins - Operations Manager

Keri L. McIlroy - Client Paying and Receiving

Tax and Business Services Department

Paul E. Hornbuckle, CPA - Tax and Business Services Manager

Sharon M. Overacker, EA - Tax Preparation/Bookkeeping Manager

Sandra K. Cook - Tax Specialist

Evelyn L. Bristol - Tax Specialist

Barbara L. Squires - Tax Specialist

Mary W. Smith - Payroll/Bookkeeping Assistant

Monica S. Rundell - Payroll/Bookkeeping Assistant

Melissa B. Dixon - Receptionist

Elizabeth C. Stage - Tax Specialist

Joseph F. Cost, CPA - Tax Preparer

Margaret Stowell - Tax Processing

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