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.

  • Norm Conley

    CEO & Chief Investment Officer
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  • Michael Walsh

    Portfolio Manager
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  • Alan Vogt

    Managing Director of Fixed Income
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  • Mike Kimbarovsky

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

    Senior Fixed Income Analyst
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  • Mike Buck, CFA®

    Quantitative Analyst
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  • David Kingston

    Director of Fixed Income
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  • Cynthia Ma, CFA®

    Senior Fixed Income Analyst
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  • Matthew Walsh

    Vice President, Portfolio Manager
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  • Nicolas Falkinhoff

    Associate Portfolio Manager & Equity Research Analyst
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  • Tucker O’Neil

    Junior Equity Research Analyst
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  • Sandy Shotwell

    Vice President, Director of Institutional Client Service
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  • David Patritti

    Senior Financial Advisor
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  • JoAnn Seagren

    Managing Director & Wealth Advisor
    JA Glynn Private Wealth
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  • James Sindelar

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

    Wealth Advisor
    JA Glynn Private Wealth
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  • Sheryl Dineen

    Marketing Manager
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  • Greg Lowhorn

    Investment Associate, Business Development & Client Service
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  • Bob Berger

    Portfolio Database Administrator & Fixed Income Trading Assistant
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  • Gina Barro

    Equity Trader and Portfolio Database Administrator
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  • Connie Makarewicz

    Operations Assistant
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  • Kelly Yovandich

    Assistant to CEO & Client Service Coordinator
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  • Sandy Vicini

    Receptionist
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  • Kate Hurt

    Senior Vice President of Operations
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  • Roberta Maue

    Senior Vice President, Director of Equity Trading & Portfolio Operations
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  • Deborah Mertz

    Chief Financial Officer
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