Meet the professionals at JAG

Our experienced team of talented and dedicated professionals works every day to build on JAG’s legacy of service and commitment to our clients. We employ a collaborative approach to developing in-depth research that varies from consensus.

  • Norman Conley III

    CEO & CIO
    Read Bio
  • Michael Walsh

    Portfolio Manager
    Read Bio
  • Alan Vogt

    Director of Fixed Income Trading
    Read Bio
  • Mike Kimbarovsky

    Managing Director & Portfolio Manager,
    JA Glynn Private Wealth
    Read Bio
  • Rick Talerico

    Senior Fixed Income Analyst
    Read Bio
  • Joe Kinnison, CFA

    Director of Equity Research and Senior Analyst
    Read Bio
  • Mike Buck, CFA

    Quantitative Analyst
    Read Bio
  • Roberta Maue

    Vice President, Director of Portfolio Operations and Trading
    Read Bio
  • David Kingston

    Fixed Income Trader
    Read Bio
  • Matthew Walsh

    Investment Advisor
    Read Bio
  • Nicolas Falkinhoff

    Equity Research Analyst
    Read Bio
  • Jason Ng

    Equity Research Analyst
    Read Bio
  • Sandy Shotwell

    Vice President, Director of Institutional Client Service
    Read Bio
  • David Patritti

    Senior Financial Advisor
    Read Bio
  • JoAnn Seagren

    Managing Director,
    JA Glynn Private Wealth
    Read Bio
  • James Sindelar

    Vice President, Director of Business Development & Client Service
    Read Bio
  • Connor Pastoor

    Wealth Advisor,
    JA Glynn Private Wealth
    Read Bio
  • Sheryl Dineen

    Marketing Manager
    Read Bio
  • Gregory Lowhorn

    Investment Associate, Business Development & Client Service
    Read Bio
  • Bob Berger

    Portfolio Database Administrator & Fixed Income Trading Assistant
    Read Bio
  • Gina Barro

    Equity Trader and Portfolio Database Administrator
    Read Bio
  • Connie Makarewicz

    Operations Assistant
    Read Bio
  • Kelly Yovandich

    Client Service Coordinator
    Read Bio
  • Sandy Vicini

    Receptionist
    Read Bio
  • Chuck Dodson

    Vice President & Chief Compliance Officer
    Read Bio
  • Deborah Mertz

    Chief Financial Officer
    Read Bio