- Focus on
Research is the most critical key to success in actively managing a client’s portfolio. It reflects our team’s deep experience and an ability to develop a differentiated view from the market consensus.
Our clients’ interests come first,
and we hold ourselves accountable
every day. We listen carefully to what our clients have to say. We serve you as a true fiduciary.
What matters most is how
a client defines success. Absolute performance metrics are important.
In the end, delivering a
successful outcome is what really matters.
Gregory W. Goelzer
Chief Executive OfficerREAD BIO
Jenise C. Jeffers
Investment Operations ManagerREAD BIO
Brett D. McKamey, CFA
President & Chief Operating OfficerREAD BIO
Donald J. Hutchinson
Senior Portfolio ManagerREAD BIO
J. Andrew Concannon, CFA
Chief Investment OfficerREAD BIO