Our People

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Robert T. Jones
CEO/CHAIRMAN
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Jane A. Davidson
VICE-PRESIDENT CUSTOMER SERVICE
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Stephen S. Davis
VICE PRESIDENT, CHIEF INVESTMENT OFFICER, CIMA®
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Lori Smith
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Dominic Trupiano
DIRECTOR OF BUSINESS DEVELOPMENT
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Robert T. Jones Jr.
DIRECTOR OF BUSINESS DEVELOPMENT
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Spencer Seggebruch
INVESTMENT OFFICER
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Curtis Auffenberg
MARKETING DIRECTOR