Our People Make the Difference
Alan Alltop
Senior Analyst
Full Team
Client Service
Luis Ayala
Vice President
Client Operations
Full Team
Jeff Bardini
Managing Director
Leadership
Full Team
Client Service
Daniel Blakey
Vice President
Full Team
Client Service
Jennifer Bonvechio
Partner
Full Team
Leadership
Corporate Operations
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Patrick Burke
Director of Client Services
Full Team
Leadership
Client Service
Jeff Chen
Senior Vice President
Full Team
Client Service
Jeff Colin
Partner
Leadership
Full Team
Client Service
Investment Strategy
Emilee Copeland
Vice President
Client Operations
Full Team
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James Cross
Analyst
Full Team
Client Service
Matt Eastman
Vice President
Full Team
Investment Strategy
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Erik Edmonds
Analyst
Full Team
Client Service
Adam T. Elegant
Partner
Full Team
Leadership
Investment Strategy
Alison Elliott
Senior Vice President
Full Team
Client Service
Annie Endozo Roth
Managing Director
Full Team
Client Service
Leadership
Pamela Fernandez
Analyst
Client Operations
Full Team
Amy Galanti
Human Resources & Finance Manager
Full Team
Corporate Operations
Alex Gannon
Managing Director
Full Team
Client Service
Leadership
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Mario Garcia
Analyst
Client Operations
Full Team
Monica Garrotto
Manager
Full Team
Client Service
Yeimi Gomez
Manager
Client Operations
Full Team
Christopher Gordon
Vice President
Full Team
Client Service
Anusha Govada
Analyst
Full Team
Investment Strategy
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Chelsea Griswold
Administrative Assistant
Full Team
Corporate Operations
Stefanie Homitz
Finance Analyst
Full Team
Corporate Operations
Reed Inman
Analyst
Full Team
Client Service
Alexandra Kearney Maher
Manager
Client Operations
Full Team
Jordan Kienzle
Partner
Leadership
Full Team
Investment Strategy
Catherine Less
Director of Special Projects
Full Team
Client Service
Kenny Liao
Manager
Client Operations
Full Team
May Ly
Senior Vice President
Full Team
Client Service
Kurt McDaniel
Senior Analyst
Full Team
Client Service
Rob McFadden
Vice President
Full Team
Client Service
Jim Milligan
Partner
Leadership
Full Team
Client Service
Investment Strategy
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Stephanie Moon
Senior Vice President
Full Team
Client Service
Liz Munson
Manager
Client Service
Full Team
Keegan Murphy
Senior Analyst
Full Team
Investment Strategy
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Ryan Murray
Managing Director
Full Team
Leadership
Client Service
Nancy Nelson
Vice President
Full Team
Client Service
Shweta Palekar
Manager
Full Team
Client Service
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Heather Pelant
Partner
Full Team
Leadership
Client Service
Investment Strategy
Morgan Prior
Administrative Manager
Full Team
Corporate Operations
Austin Rainville
Vice President
Full Team
Client Service
Jessica Richardson
Manager
Client Operations
Full Team
Madeline Rogers
Director of Client Services
Full Team
Leadership
Client Service
Corporate Operations
Shelby Rogers
Director of Client Operations
Client Operations
Full Team
Monica Santo Domingo
Senior Analyst
Full Team
Client Service
Gene Schwartz
Vice President
Client Operations
Full Team
Katarina Straub
Senior Analyst
Full Team
Investment Strategy
Sindi Tahiraj
Senior Analyst
Full Team
Client Service
Rhonda Thomas
Senior Vice President
Full Team
Client Service
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Heather Tran
Manager
Client Service
Full Team
Wendy Umphrey
Partner
Full Team
Leadership
Client Service
Investment Strategy
Michael van den Akker
Partner Emeritus
Leadership
Full Team
Client Service
Alexey Veksler
Director of Client Operations
Client Operations
Full Team
Natalie Weidemier
Vice President
Full Team
Client Service
Chris Wilkens
Partner
Full Team
Leadership
Client Service
Investment Strategy
Jenny Woodworth
Vice President
Client Operations
Full Team
Daniel Yang
Manager
Full Team
Client Service
Caleb Yee
Analyst
Client Operations
Full Team
