The 2020 coronavirus outbreak is taking a toll and investing in times of uncertainty can be challenging. Large moves in stock and bond prices have again become the rule rather than the exception. We would like to share a series of exhibits and perspective pieces that you might find helpful in navigating today’s turbulent markets.


Kevin R. Caron, CFA | Senior Portfolio Manager | 973-549-4051
Chad Morganlander | Senior Portfolio Manager | 973-549-4052
Matthew Battipaglia | Portfolio Manager | 973-549-4047
Steve Lerit, CFA | Client Portfolio Manager | 973-549-4028

Fixed Income Group
Paul Clark, CFA | Senior Portfolio Manager | 415-364-2635
Rick Marrone | Senior Portfolio Manager | 415-364-2917
Daniel Urbanowicz | Senior Portfolio Manager | 973-549-4335

Client Relations
Suzanne Ashley | Internal Relationship Manager | 973-549-4168
Eric Needham | External Sales and Marketing | 312-771-6010

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