
Paul Broughton, CFA®
- Growth
- Small/Mid Cap
Portfolio Managers are responsible for the ongoing design, oversight, and evolution of our investment strategies. They research and evaluate individual companies, assess risks and opportunities, and make portfolio decisions aligned with each strategy’s objectives. Their work includes monitoring of holdings and market conditions, with investment ideas and recommendations reviewed through our Investment Committee process.
Our Advisory Solutions team works closely with financial advisors to support implementation, ongoing strategy discussions, and platform solutions. They serve as a primary point of contact for advisors, helping translate investment capabilities into practical, real-world applications. Explore our sales territory map to connect with the team member who supports your region.








