Our Team

Meet our team of proven and dedicated investment professionals.

Mark Steffen
Director
Portfolio Manager
Lane Bucklan
General Counsel
CCO
Shivani Singh, CFA, CAIA, FRM
Director Credit Research
Bill Veronda, CFA
Head of Credit Research
Alexander Clinton
Credit Analyst
Lynn O’Shea
Portfolio Analyst
Claudia Lupinacci
Compliance Officer
Portfolio Analyst
Sean Coffey
Business Development Associate
David Karpa, CFA
Regional Director
Mark Sullivan
Regional Director
Michael Baldauf
Regional Director
Maxine Natale
Director of Operations