Meet The Palladium Team

OurTeam
 

James J. Izard, II, CFP®
Principal
Katherine C. Willis, CFA, CIC
Principal
Henry U. Harris III, CFA, CIC
Principal
Dickinson B. Phillips, CFP®
Principal
Michael P. Disharoon, CFA
Principal

 

Jonathan E. Morris
Fixed Income Portfolio Manager
Caroline S. Oliver, CFA, CFP®, AEP®
Portfolio Manager
Walker W. Phillips, CIMA®
Portfolio Manager
Sarah K. Shaw
Analyst
Jonathan L. Taylor, CFA
Equity Portfolio Manager
Justin A. Topping
Portfolio Manager

 

William W. Horner
Chief Financial Officer
Kristen M. Potter
Chief Operating Officer
Nancy E. Renshaw
Chief Compliance Officer
Rhonda W. Robinett
Chief Administrative Officer

 

Dawn M. Carpenter
Receptionist
Karen R. Davis
Customer Service Associate
Sarah E. Dudack
Customer Service Associate
Kimberly W. Duran
Technology Specialist
Virginia L. Frisch
Customer Service Associate
Erika B. Gunbeyi
Operations Supervisor
Rhonda H. Inskeep
Trading Specialist
Karen M. Kennedy
Customer Service Associate
Mary Beth Marley
Portfolio Account Analyst
Jacqueline S. Martin
Portfolio Account Analyst
Patricia B. Mercer
Customer Service Associate
Regina P. Scott
Customer Service Associate
Kay M. Thomas
Customer Service Associate
Heidi D. Wilson
Portfolio Account Analyst