Meet the professionals at JAG

Our experienced team of talented and dedicated professionals works every day to build on JAG’s legacy of service and commitment to our clients. We employ a collaborative approach to developing in-depth research that varies from consensus.

  • Daniel Ferry, Jr.

    Chairman
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  • Norman Conley III

    CEO & CIO
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  • Michael Walsh

    Portfolio Manager
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  • Alan Vogt

    Director of Fixed Income Trading
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  • Rick Talerico

    Senior Fixed Income Analyst
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  • Joe Kinnison, CFA

    Director of Equity Research and Senior Analyst
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  • Mike Buck, CFA

    Quantitative Analyst
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  • Roberta Maue

    Vice President & Analyst
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  • David Kingston

    Fixed Income Trader
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  • Matthew Walsh

    Investment Advisor
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  • Ben Norris, CFA

    Equity Research Analyst
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  • Sandy Shotwell

    Vice President, Director of Institutional Client Service
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  • David Patritti

    Senior Financial Advisor
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  • James Sindelar

    Vice President, Director of Business Development & Client Service - Eastern Region
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  • Brandon Mallinckrodt, CIMA®

    Vice President, Director of Business Development & Client Service - Western Region
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  • Maggie Gruninger

    Marketing Coordinator
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  • Bob Berger

    Portfolio Database Administrator and Fixed Income Trading Assistant
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  • Gina Barro

    Equity Trader and Portfolio Database Administrator
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  • Connie Makarewicz

    Operations Assistant
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  • Kelly Yovandich

    Client Service Coordinator
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  • Marigold Black

    Human Resources Manager & Executive Assistant To The Chairman
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  • Sandy Vicini

    Receptionist
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  • Chuck Dodson

    Vice President & Chief Compliance Officer
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  • Debbie Mertz

    Chief Financial Officer
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