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 L. Taylor, CFA
Principal

 

Jonathan E. Morris
Fixed Income Portfolio Manager		 Caroline S. Oliver, CFA, CFP®, AEP®
Portfolio Manager		 Walker W. Phillips, CFP®, CIMA®
Portfolio Manager
Sarah K. Shaw
Analyst		 Justin A. Topping, CFA
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
Client Service Associate		 Sarah E. Dudack
Client Service Associate		 Kimberly W. Duran
Technology Specialist
Virginia L. Frisch
Client Service Associate		 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
Client Service Associate		 Regina P. Scott
Client Service Associate
Kay M. Thomas
Client Service Associate		 Heidi D. Wilson
Portfolio Account Analyst