Ownership is a core value

Employees representing all functional areas of the firm own 100% of Piedmont. Our employee partners demonstrate an ownership mentality — the quality that is the foundation of both our investment culture and our trust-based client relationships .

Isaac H. Green, CFA

President and CEO, CIO and Portfolio Manager

Sumali Sanyal, CFA

EVP, Chief Operating Officer and Portfolio Manager

Charles L. Curry

EVP, Co-CIO, Fixed Income Portfolio Manager

Lorenzo Newsome, Jr, CFA, FRM, PRM

EVP, Chief Investment Strategist, Portfolio Manager

Noel McElreath, CFA

SVP, Portfolio Manager

Amit Sanyal, CFA

SVP, Portfolio Manager

Richard Mills, CFA

SVP, Portfolio Manager

Claire Lyons, CFA

VP, Portfolio Manager

Randy Lestyk

Portfolio Manager

Rick Jones, CFA

Equity Analyst

Spencer Witherspoon

VP, Equity Trader

Della Hood-Laster

VP, Equity Trader

John Gagliardi

Fixed Income Associate

Clarissa Parker

VP, Investor Services

Dennis McCaskill

SVP, Business Development

April Parks

Operations Manager

Bill Farrington

Operations Manager

James Farrar

Trading & Operations Associate

Marion White, CPA


Ephrem Belete

System Administrator

Julanne Moses

Accounting Operations Specialist

Esther Lee

Office Manager