Marketing/Client Service:
David P. Bjorndal
Joshua D. Bogen
Joyce L. Hale
Debra L. Henkel
Glenn J. Hill
Jessica M. Hill
Therese A. Koch
Andrew J. Scheirer


Joshua D. Bogen
Vice President – Director of Sales & Marketing

Mr. Bogen serves as Vice President – Director of Sales & Marketing and has twenty years of investment industry experience. In this capacity, he is charged with leading the Company’s sales and marketing effort and is responsible for the strategic and tactical effort to expand the firm’s reach in the retail and institutional markets. Prior to joining the Company in July of 2017, Mr. Bogen served as National Sales Manager, EVP, Independent and RIA Channel for Natixis Global Asset Management. In this role, he was responsible for gross and net sales, hiring and managing external wholesalers and setting overall sales strategy. During his 17-year tenure with Natixis, Mr. Bogen also held the positions of Divisional Sales Manager and Managing Regional Director in which he covered various demographic areas across multiple business channels. He has significant experience in developing sales strategy and in expanding and diversifying client base. Mr. Bogen has an M.B.A degree from Wake Forest, Babcock School of Management as well as a B.A. degree in International Management with a Minor in French from Gettysburg College. He is a member of the Investment Management Consultants Association and attained IMCA’s certification for Endowments and Foundations through the Wharton School of Business.
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