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