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Invest with JAG

Our Team

  • Portfolio Management
  • Marketing & Client Service
  • Operations & Compliance
A key differentiator for JAG is the caliber of our employees.

From the expertise of our investment professionals (who average more than 30 years in the business) to the reliability of our operations and compliance staff, to the performance of our marketing and client service teams, we’re proud to serve you.

Portfolio Management

  • Daniel J. Ferry, Jr.
    Chairman


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  • Norman B. Conley III
    CEO & CIO


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  • Michael P. Walsh
    Portfolio Manager


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  • Alan D. Vogt
    Director of Fixed Income Trading


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  • Matthew R. Walsh
    Investment Advisor


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  • Richard L. Talerico
    Senior Fixed Income Analyst


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  • David W. Kingston
    Fixed Income Trader


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  • Joseph G. Kinnison, CFA
    Director of Equity Research and Senior Analyst


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  • Michael G. Buck, CFA
    Quantitative Analyst


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  • Roberta J. Maue
    Analyst


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  • Ben Norris
    Equity Research Analyst


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Marketing & Client Service

  • Sandra J. Shotwell
    Vice President, Director of Institutional Client Service


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  • James G. Sindelar
    Vice President, Director of Business Development & Client Service


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  • Brandon Mallinckrodt
    Vice President, Director of Business Development & Client Service


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  • Maggie Gruninger
    Marketing Coordinator


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Client Service

  • Robert M. Berger
    Axys Administrator


  • Gina M. Barro
    Equity Trader


  • Constance R. Makarewicz
    Operations Assistant


  • Sandra G. Vicini
    Receptionist


  • Marigold A. Black
    Executive Assistant To The Chairman


  • Kelly Yovandich
    Client Service Coordinator


Operations & Compliance

  • Charles E. Dodson
    Vice President & Chief Compliance Officer


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  • Deborah W. Mertz
    Chief Financial Officer


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