Meet The Palladium Team

In January 2008, five experienced portfolio managers joined to form Palladium Registered Investment Advisors. These individuals have investment experience ranging from 10 to 38 years and collectively with the other investment professionals, have obtained seven Masters of Business Administration, one Masters in Nuclear Engineering, six Chartered Financial Analyst® designations and three Certified Financial Planners®. A high level of service, combined with a disciplined and consistent yet customized investment approach are the hallmarks of Palladium.

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
Portfolio Manager
Jonathan E. Morris
Fixed Income Portfolio Manager
Caroline S. Oliver, CFA, CFP®, AEP®
Portfolio Manager
  Walker W. Phillips, CIMA®
Portfolio Manager
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
Portfolio Account Analyst
Erika B. Gunbeyi
Operations Supervisor
Rhonda H. Inskeep
Trading Specialist
Mary Beth Marley
Portfolio Account Analyst
Jacqueline S. Martin
Portfolio Account Analyst
Patricia B. Mercer
Customer Service Associate
Regina P. Scott
Customer Service Associate
Sarah K. Shaw
Customer Service Associate
Kay M. Thomas
Customer Service Associate