People

Tom Abbatacola

Relationship Manager, National Accounts

Jennifer Abrams

Talent Acquisition Manager

Nicole Allum

Assistant Controller

Livia Amado

Marketing Specialist

Stephen Atkins, CFA

Portfolio Strategist & Analyst

Denise Avila

Office Manager

James Bacon

Relationship Associate, International Business Development

Christopher Ballard, CFA

Research Associate

Jess Bartlone

Marketing Specialist

Jessica Bashara

Business Analyst

Naga Jyothi Bellurkar

Senior Data Analyst

Svetlana Bilsky

Client Service Manager, Client Relations

Damian Bird, CFA

Head of Team, Portfolio Manager & Analyst

Allison Bloch

Marketing Associate

Matt Bornhorst

Infrastructure Manager

Charlie Bruin

Senior Operations Associate

Anthony Castro

Senior Operations Associate

Yu Chen

Data Analyst

Alejandro Claudio

Data Analyst

Roland Cole

Research Analyst

Whitney Young Crawford

Research Analyst

Irina Curtis, CIPM

Senior Client Performance Reporting Specialist

Rebecca Datny

Executive Assistant

Dan Davidowitz, CFA

Co-Head of Team, Portfolio Manager & Analyst

Ellouise Day

Senior Relationship Associate, International Business Development

George Devino

Controller & Compliance Officer

Jeff Diamond

Head of Advisor Relations

Jeb Doggett

Head of Corporate Strategy

Kevin Dolsen, CFA

Head of Distribution

Stephen Driscoll, CFA

Trader

Raven Earnest

Legal & Compliance Associate

Shayel Encaoua

Data Analyst

Damon Ficklin

Co-Head of Team, Portfolio Manager & Analyst

Daniel Fields, CFA

Portfolio Manager & Analyst

John Finn

Trader

PJ Fitzgerald

Relationship Manager, Advisor Relations

Jill Forgea

Senior Executive Assistant

Rob Forker

Portfolio Manager & Analyst

Holly Garteiz

Head of Consultant Relations

Jordan Gluskin

Relationship Manager, Advisor Relations

Brian Goldberg

General Counsel & Chief Compliance Officer

Leonardo Gonzalez

Relationship Manager, Advisor Relations

Mark Grassing

Financial Analyst

Doelle Greenberg

Executive Assistant

John Gross, CFA

Senior Relationship Manager, Advisor Relations

Michael Guarasci

Chief Operating Officer

John Gunther

Senior Relationship Manager, Advisor Relations

Rayna Lesser Hannaway, CFA

Portfolio Manager & Analyst

Matthew Hanser

Operations Associate

Lauren Harmon, CFA

Research Analyst

Jim Haymes, CFA

Head of Client Relations

Philip Hnatowicz

Marketing Associate

Peter Holt

Data Analyst

Katy Horwitz

Office Manager

David Izrailov

System Administrator

Jenna Kamiat

Legal Counsel & Compliance Officer

Gregg Kerr

Senior Relationship Manager, Institutional Relations

Nikki Kingman

Client Service Administrator, Client Relations

Courtney Kowaleski

Senior Client Performance Reporting Specialist

Vladimir Korotkiy

Data & Analytics Manager

Brandon Ladoff

Portfolio Manager & Director of Research

Ali Laste

Marketing Manager

Taneka Lawrence, CFA

Senior Relationship Manager, National Accounts

Kyle LoGiudice

Relationship Associate, Advisor Relations

Pamela Macedo, CFA

Research Analyst

Bradley Mahes

Operations Associate

Leslie Marcus, CFA

Head of Marketing

Miguel Marquez

Relationship Associate, Client Relations

Erica McGinnes

Marketing Manager

Molly McGregor

Executive Assistant

Brandy Meiteles

Human Resources Business Partner

Naveen Mootiram

Financial Analyst

Delia Morales

Assistant Office Manager

Greg Moro

Relationship Associate, Advisor Relations

Todd Morris

Portfolio Manager & Analyst

Stan C. Moss, CFA

Chief Executive Officer

Jeff Mueller

Portfolio Manager & Analyst

Diane Nestor

Marketing Manager

Samuel Oppe

Relationship Associate, Institutional Relations

Natasha Perez

Executive Assistant

Henri Pitkanen

Relationship Coordinator, Advisor Relations

Ian Podbelski

Senior Relationship Manager, Advisor Relations

Bryan Power, CFA

Research Analyst

Andrew Powers

Chief Technology Officer

Suraj Pudasaini

Database Administrator

Troy Renauld, CFA

Research Analyst

Joseph Roos, CFA

Relationship Associate, Advisor Relations

Lisa Rynne, CFA

Senior Relationship Manager, Institutional Relations

Brooke Schuessler

Compliance Officer

Mike Shepardson, CFA

Relationship Manager, Advisor Relations

Brian K. Smith, CFA

Head of Institutional Business Development

Shane Smith, CFA

Research Analyst

Katie Sulkowski

Relationship Manager, Advisor Relations

Jacob Swe

Data Analyst

Rachel Trock

Head of Human Resources

Lisa Vasquez

Office Manager

Jack Wakefield

Research Analyst

Tucker Walsh

Head of Team, Portfolio Manager & Analyst

Graham Ward

Chief Financial Officer

Tenielle Welch

Senior Financial Analyst

Paul Williams

Head of International Business Development

Steve Williams

Senior Relationship Manager, International Business Development

Elena Wines

Head of Project Management Office

Holly Workman

Marketing Specialist

Adnan Younis, CFA

Investment Specialist

Anthony Xuereb

Senior Relationship Manager, Client Relations

Brian Yacko

Head of Operations

Michael Yi

Senior Relationship Associate, Consultant Relations

Alan Zhang

Data Engineer

Zhang Zhang, CFA

Investment Analytics Manager

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