Our People Make the Difference

Full Team
Leadership
Client Advisors
Investment Strategy
Client Operations
Corporate Operations
Client Accounting
Alan Alltop
Alan Alltop
Manager
Full Team
Client Advisors
Luis Ayala
Luis Ayala
Vice President
Client Operations
Full Team
Jeff Bardini
Jeff Bardini
Managing Director
Full Team
Client Advisors
Daniel Blakey
Daniel Blakey
Vice President
Full Team
Client Advisors
Jennifer Bonvechio
Jennifer Bonvechio
Executive Committee Partner
Full Team
Corporate Operations
Leadership
Patrick Burke
Patrick Burke
Director of Client Services
Full Team
Client Advisors
Jeff Chen
Jeff Chen
Senior Vice President
Full Team
Client Advisors
Jeff Colin
Jeff Colin
Partner Emeritus
Full Team
Client Advisors
Investment Strategy
Leadership
Polo Cowan
Polo Cowan
Analyst
Full Team
Client Advisors
Matt Eastman
Matt Eastman
Vice President
Full Team
Investment Strategy
Erik Edmonds
Erik Edmonds
Senior Analyst
Full Team
Client Advisors
Adam Elegant
Adam Elegant
Partner
Full Team
Investment Strategy
Client Advisors
Leadership
Alison Elliott
Alison Elliott
Senior Vice President
Full Team
Client Advisors
Annie Endozo Roth
Annie Endozo Roth
Managing Director
Full Team
Client Advisors
Anthony Estrada
Anthony Estrada
Manager
Client Operations
Full Team
Pamela Fernandez
Pamela Fernandez
Analyst
Full Team
Client Accounting
Amy Galanti
Amy Galanti
Human Resources Manager
Full Team
Corporate Operations
Alex Gannon
Alex Gannon
Managing Director
Full Team
Client Advisors
Mario Garcia
Mario Garcia
Senior Analyst
Full Team
Client Advisors
Yeimi Gomez
Yeimi Gomez
Manager
Client Operations
Full Team
Chelsea Griswold
Chelsea Griswold
Senior Analyst
Full Team
Client Operations
Peter Hand
Peter Hand
CIO & Executive Committee Partner
Full Team
Investment Strategy
Leadership
Charlie Hinman
Charlie Hinman
Manager
Client Advisors
Full Team
Olivia Hoggatt
Olivia Hoggatt
HR Business Partner
Full Team
Corporate Operations
Stefanie Homitz
Stefanie Homitz
Finance Manager
Full Team
Corporate Operations
Reed Inman
Reed Inman
Senior Analyst
Full Team
Client Advisors
Jordan Kienzle
Jordan Kienzle
Partner
Full Team
Investment Strategy
Client Advisors
Leadership
Dan Lawler
Dan Lawler
Vice President
Client Operations
Full Team
Alexandra LeFebure
Alexandra LeFebure
Manager
Client Advisors
Full Team
William Lesik
William Lesik
Manager
Full Team
Investment Strategy
Kenny Liao
Kenny Liao
Vice President
Client Operations
Full Team
Andrew Loveless
Andrew Loveless
Analyst
Full Team
Investment Strategy
Heather Lu
Heather Lu
Manager
Client Advisors
Full Team
May Ly
May Ly
Senior Vice President
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Client Advisors
Rob McFadden
Rob McFadden
Vice President
Full Team
Client Advisors
Lucy McGrath
Lucy McGrath
Analyst
Full Team
Client Advisors
Jim Milligan
Jim Milligan
Executive Committee Partner
Full Team
Client Advisors
Investment Strategy
Leadership
Stephanie Moon
Stephanie Moon
Director of Client Services
Full Team
Client Advisors
Liz Munson
Liz Munson
Manager
Client Advisors
Full Team
Keegan Murphy
Keegan Murphy
Senior Analyst
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Investment Strategy
Ryan Murray
Ryan Murray
Managing Director
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Client Advisors
Nancy Nelson
Nancy Nelson
Vice President
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Client Advisors
Shweta Palekar
Shweta Palekar
Vice President
Full Team
Client Advisors
Alexandra Pinedo
Alexandra Pinedo
Quantitative Analyst
Full Team
Investment Strategy
Alyssa Potestio
Alyssa Potestio
Analyst
Client Operations
Full Team
Morgan Prior
Morgan Prior
Administrative Manager
Full Team
Corporate Operations
Austin Rainville
Austin Rainville
Vice President
Full Team
Client Advisors
Isabelle Rena
Isabelle Rena
Administrative Assistant
Corporate Operations
Full Team
Jessica Richardson
Jessica Richardson
Vice President
Client Operations
Full Team
Madeline Rogers
Madeline Rogers
Executive Committee Partner
Full Team
Corporate Operations
Leadership
Sindi Sales
Sindi Sales
Manager
Full Team
Client Advisors
Monica Santo Domingo
Monica Santo Domingo
Manager
Full Team
Corporate Operations
Naveed Shahhosseini
Naveed Shahhosseini
Analyst
Full Team
Client Advisors
Katarina Straub
Katarina Straub
Manager
Full Team
Investment Strategy
Rhonda Thomas
Rhonda Thomas
Director of Special Projects
Full Team
Client Accounting
Bridget Toulouse
Bridget Toulouse
Manager
Client Accounting
Full Team
Wendy Umphrey
Wendy Umphrey
Partner
Full Team
Client Advisors
Investment Strategy
Leadership
Michael van den Akker
Michael van den Akker
Partner Emeritus
Full Team
Client Advisors
Leadership
Ryan Vanetta
Ryan Vanetta
Vice President
Full Team
Client Accounting
Chad Vaughn
Chad Vaughn
Vice President
Client Advisors
Full Team
Alexey Veksler
Alexey Veksler
Director of Client Operations
Client Operations
Full Team
Natalie Weidemier
Natalie Weidemier
Senior Vice President
Full Team
Client Advisors
Jack Wickline
Jack Wickline
Senior Analyst
Client Advisors
Full Team
Chris Wilkens
Chris Wilkens
CEO & Executive Committee Partner
Full Team
Client Advisors
Investment Strategy
Leadership
Keegan Williams
Keegan Williams
Analyst
Client Operations
Full Team
Jenny Woodworth
Jenny Woodworth
Senior Vice President
Client Operations
Full Team
Daniel Yang
Daniel Yang
Vice President
Full Team
Client Advisors
Caleb Yee
Caleb Yee
Manager
Client Operations
Full Team
Adam Elegant
Partner
Jordan Kienzle
Partner
Wendy Umphrey
Partner
Michael van den Akker
Partner Emeritus
Chris Wilkens
CEO & Executive Committee Partner
Jennifer Bonvechio
Executive Committee Partner
Peter Hand
CIO & Executive Committee Partner
Jeff Colin
Partner Emeritus
Jim Milligan
Executive Committee Partner
Madeline Rogers
Executive Committee Partner
Alan Alltop
Manager
Jeff Bardini
Managing Director
Daniel Blakey
Vice President
Patrick Burke
Director of Client Services
Jeff Chen
Senior Vice President
Jeff Colin
Partner Emeritus
Polo Cowan
Analyst
Erik Edmonds
Senior Analyst
Adam Elegant
Partner
Alison Elliott
Senior Vice President
Annie Endozo Roth
Managing Director
Alex Gannon
Managing Director
Mario Garcia
Senior Analyst
Charlie Hinman
Manager
Reed Inman
Senior Analyst
Jordan Kienzle
Partner
Alexandra LeFebure
Manager
Heather Lu
Manager
May Ly
Senior Vice President
Rob McFadden
Vice President
Lucy McGrath
Analyst
Jim Milligan
Executive Committee Partner
Stephanie Moon
Director of Client Services
Liz Munson
Manager
Ryan Murray
Managing Director
Nancy Nelson
Vice President
Shweta Palekar
Vice President
Austin Rainville
Vice President
Sindi Sales
Manager
Naveed Shahhosseini
Analyst
Wendy Umphrey
Partner
Michael van den Akker
Partner Emeritus
Chad Vaughn
Vice President
Natalie Weidemier
Senior Vice President
Jack Wickline
Senior Analyst
Chris Wilkens
CEO & Executive Committee Partner
Daniel Yang
Vice President
Jeff Colin
Partner Emeritus
Matt Eastman
Vice President
Adam Elegant
Partner
Peter Hand
CIO & Executive Committee Partner
Jordan Kienzle
Partner
William Lesik
Manager
Andrew Loveless
Analyst
Jim Milligan
Executive Committee Partner
Keegan Murphy
Senior Analyst
Alexandra Pinedo
Quantitative Analyst
Katarina Straub
Manager
Wendy Umphrey
Partner
Chris Wilkens
CEO & Executive Committee Partner
Luis Ayala
Vice President
Anthony Estrada
Manager
Yeimi Gomez
Manager
Chelsea Griswold
Senior Analyst
Dan Lawler
Vice President
Kenny Liao
Vice President
Alyssa Potestio
Analyst
Jessica Richardson
Vice President
Alexey Veksler
Director of Client Operations
Keegan Williams
Analyst
Jenny Woodworth
Senior Vice President
Caleb Yee
Manager
Jennifer Bonvechio
Executive Committee Partner
Amy Galanti
Human Resources Manager
Olivia Hoggatt
HR Business Partner
Stefanie Homitz
Finance Manager
Morgan Prior
Administrative Manager
Isabelle Rena
Administrative Assistant
Madeline Rogers
Executive Committee Partner
Monica Santo Domingo
Manager
Ryan Vanetta
Vice President
Rhonda Thomas
Director of Special Projects
Bridget Toulouse
Manager
Pamela Fernandez
Analyst
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