National Accounts Team

The National Accounts Team are the points of reference for advisors and wholesalers.  Advisors and wholesalers may reach out to a member of the National Accounts Team if they have any questions or need any information regarding our firm or the strategies we offer.  If an advisor has technical questions about our porfolios the National Accounts team would be glad to schedule a phone call with one of our analysts or our CIO.  The National Accounts team also serves as a liaison to Wholesalers by alerting them to new advisors in their area who have recently shown interest in our portfolios. Our National Accounts Associates, Ross Taylor and Sam Scovill can be reached at 941-724-8660 or by emailing