Small Cap Core Equity Investment Team

Looking modern office building from below.

Head of Small/Mid Cap Team

Jason M. Swiatek, CFA
Jason M. Swiatek, CFA

Managing Director

Portfolio Managers

Jason M. Swiatek, CFA
Jason M. Swiatek, CFA

Managing Director

Eric Sartorius, CFA
Eric Sartorius, CFA

Managing Director

Jonathan M. Shapiro
Jonathan M. Shapiro

Managing Director

Sector Research Analysts

Technology/Communication Services

Eric Sartorius, CFA
Eric Sartorius, CFA

Managing Director

Kelly Thomas, CFA
Kelly Thomas, CFA

Managing Director

Health Care

Christopher C. Caponetti, CFA
Christopher C. Caponetti, CFA

Managing Director

Consumer

Daniel Brachfeld, CFA
Daniel Brachfeld, CFA

Managing Director

Industrials/Technology

Benjamin F. Bryan, CFA
Benjamin F. Bryan, CFA

Managing Director, Portfolio Manager

Jason M. Friel, CFA
Jason M. Friel, CFA

Managing Director

Financials/Real Estate

Jonathan M. Shapiro
Jonathan M. Shapiro

Managing Director

Client Portfolio Manager

Jeffrey T. McCarthy
Jeffrey T. McCarthy

Managing Director