Meet The Palladium Team

OurTeam
 

James J. Izard, II, CFP®
Principal		 Katherine C. Willis, CFA, CIC
Principal		 Henry U. Harris III, CFA, CIC
Principal
Michael P. Disharoon, CFA
Principal		 Jonathan L. Taylor, CFA
Principal

 

Liz Delude
Portfolio Manager		 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		 Meghan A. Collins
Client Service Associate		 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		 Jill Hardesty
Client Service Associate
Rhonda H. Inskeep
Trading Specialist		 Julia L. Malin
Client Service Associate		 Mary Beth Marley
Portfolio Account Analyst		 Jacqueline S. Martin
Portfolio Account Analyst
Patricia B. Mercer
Client Service Associate		 Bettie J. Pickett
Client Service Associate		 Kay M. Thomas
Client Service Associate		 Heidi D. Wilson
Portfolio Account Analyst