Team

Team

Investment Team

Core Equity

John Osterweis John Osterweis

John Osterweis

Founder, Chairman & Co-Chief Investment Officer – Core Equity

Gregory Hermanski Gregory Hermanski

Gregory Hermanski

Co-Chief Investment Officer – Core Equity

Nael Fakhry Nael Fakhry

Nael Fakhry

Co-Chief Investment Officer – Core Equity

Jasmine Shen, CFA Jasmine Shen, CFA

Jasmine Shen, CFA

Senior Research Analyst – Core Equity

Small Cap Growth

James Callinan, CFA James Callinan, CFA

James Callinan, CFA

Chief Investment Officer – Small Cap Growth

Matt Unger, CFA Matt Unger, CFA

Matt Unger, CFA

Vice President & Portfolio Manager - Small Cap Growth

Bryan Wong, CFA Bryan Wong, CFA

Bryan Wong, CFA

Vice President & Portfolio Manager - Small Cap Growth

Jamie Wolf, CFA Jamie Wolf, CFA

Jamie Wolf, CFA

Research Analyst - Small Cap Growth

Strategic Income

Carl Kaufman Carl Kaufman

Carl Kaufman

Co-President, Co-Chief Executive Officer, Chief Investment Officer – Strategic Income & Managing Director – Fixed Income

Bradley Kane Bradley Kane

Bradley Kane

Vice President & Portfolio Manager – Strategic Income

Craig Manchuck Craig Manchuck

Craig Manchuck

Vice President & Portfolio Manager – Strategic Income

John Sheehan, CFA John Sheehan, CFA

John Sheehan, CFA

Vice President & Portfolio Manager – Strategic Income

Trading

Thomas Davidson Thomas Davidson

Thomas Davidson

Vice President & Director of Equity Trading

Adam Slavin Adam Slavin

Adam Slavin

Vice President, Portfolio Analyst & Trader

Executive Team

John Osterweis John Osterweis

John Osterweis

Founder, Chairman & Co-Chief Investment Officer – Core Equity

Carl Kaufman Carl Kaufman

Carl Kaufman

Co-President, Co-Chief Executive Officer, Chief Investment Officer – Strategic Income & Managing Director – Fixed Income

Catherine Halberstadt Catherine Halberstadt

Catherine Halberstadt

Co-President & Co-Chief Executive Officer

Client Relations Team

Advisors & Institutions

Shawn Eubanks Shawn Eubanks

Shawn Eubanks

Vice President & Director of Business Development

Mark Schug Mark Schug

Mark Schug

Vice President & Regional Investment Consultant

Amy Jeang, CFA Amy Jeang, CFA

Amy Jeang, CFA

Institutional Services Consultant

Sean Ryan Sean Ryan

Sean Ryan

Regional Investment Consultant

Tyler Voss Tyler Voss

Tyler Voss

Regional Investment Consultant

Kara Formanek Kara Formanek

Kara Formanek

Business Development Specialist

Melinda Storrs Melinda Storrs

Melinda Storrs

Business Development Specialist

Private Client

Christopher Zand, J.D., CFP<sup>®</sup> Christopher Zand, J.D., CFP<sup>®</sup>

Christopher Zand, J.D., CFP®

Vice President & Managing Director of Private Client

Sharon Sintchak Sharon Sintchak

Sharon Sintchak

Vice President & Director of Private Client Service

Natalie Belyea Natalie Belyea

Natalie Belyea

Private Client Advisor

Brant Martin Brant Martin

Brant Martin

Senior Private Client Service Associate

Caroline Allen Caroline Allen

Caroline Allen

Private Client Coordinator

Marketing

Michelle Swager Michelle Swager

Michelle Swager

Vice President & Director of Communications & Marketing

Operations & Technology Team

John Tavernetti John Tavernetti

John Tavernetti

Chief Compliance Officer

Bill Ginchereau Bill Ginchereau

Bill Ginchereau

Vice President & Director of Information Technology

Kim Tagle, CPA Kim Tagle, CPA

Kim Tagle, CPA

Chief Financial Officer

Megan Stermer Megan Stermer

Megan Stermer

Vice President & Director of Human Resources & Administration

Dorothy Militar Dorothy Militar

Dorothy Militar

Vice President & Director of Operations

Mary Chang, CFA Mary Chang, CFA

Mary Chang, CFA

Vice President & Director of Performance and Analytics

Leo Balambao Jr. Leo Balambao Jr.

Leo Balambao Jr.

Vice President & Manager of Portfolio Accounting

Erik Welke Erik Welke

Erik Welke

Vice President & Manager of Trade Support and Portfolio Analyst

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References to other mutual funds should not be considered an offer of those securities.