People

Tom Abbatacola
Relationship Manager, National Accounts
Jennifer Abrams
Talent Acquisition Manager
Todd W. Addison
Head of Operations
Nicole Allum
Assistant Controller
Livia Amado
Marketing Specialist
Ernie Angles
Marketing Manager
Jim Aram
Business Intelligence Analyst
Stephen Atkins, CFA
Portfolio Strategist & Analyst
Denise Avila
Office Manager
James Bacon
Relationship Associate, International Business Development
Christopher Ballard, CFA
Research Analyst
Jess Bartlone
Marketing Specialist
Jessica Bashara
Corporate Strategy Senior Associate
Naga Jyothi Bellurkar
Senior Data Analyst
Svetlana Bilsky
Client Service Manager, Client Relations
Damian Bird, CFA
Head of Team & Portfolio Manager
Allison Bloch
RFP Associate
Matt Bornhorst
Infrastructure Manager
Jade Brown
Diversity & Inclusion Manager
Charlie Bruin
Senior Operations Associate
Stacey Carter
Senior Compliance Associate
Anthony Castro
Senior Operations Associate
Nondini Chakrabarti
Relationship Manager, International Business Development
Iris Chipendo
Research Associate
Ali Choinski
Relationship Manager, Advisor Relations
Alejandro Claudio
Senior Data Analyst
Roland Cole
Research Analyst
Whitney Young Crawford
Analyst & Director of Research
Irina Curtis, CIPM
Senior Client Performance Reporting Specialist
Courtney Daniel
Business Analyst
Rebecca Datny
Senior Executive Assistant
Dan Davidowitz, CFA
Portfolio Manager & Analyst
Ellouise Day
Senior Relationship Associate, International Business Development
George Devino
Controller & Compliance Officer
Jeff Diamond
Head of Advisor Relations
Jeb Doggett, CFA
Head of Corporate Strategy
Kevin Dolsen, CFA
Head of Distribution
Stephen Driscoll, CFA
Trader
Raven Earnest
Legal & Compliance Associate
Shayel Encaoua
Integration Engineer
Damon Ficklin
Head of Team, Portfolio Manager & Analyst
Daniel Fields, CFA
Portfolio Manager & Analyst
John Finn
Trader
PJ Fitzgerald
Relationship Manager, Advisor Relations
Megan Flaherty
Relationship Associate, Institutional 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
Menachem Goldstein
Senior Operations Associate
Leonardo Gonzalez, CFA
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
Daniel Hagedoorn
Project Manager
John Hammar
Head of Data & Applications
Lauren Harmon, CFA
Research Analyst
Kathleen Hayes
Administrative Manager
Jim Haymes, CFA
Head of Client Service
Philip Hnatowicz
RFP Associate
David Izrailov
System Administrator
Amara Kaiyalethe
Communications Director
Jenna Kamiat
Legal Counsel & Compliance Officer
Meredith Kaplan
Content Marketing Director
Gregg Kerr
Senior Relationship Manager, Institutional Business Development
Nikki Kingman
Client Service Associate, Client Relations
Nick Koski
Senior Operations Associate
Courtney Kowaleski
Senior Client Performance Reporting Specialist
Brandon Ladoff
Director of Research & Portfolio Manager
Ali Laste
Marketing Manager
Taneka Lawrence, CFA
Senior Relationship Manager, National Accounts
Rayna Lesser Hannaway, CFA
Portfolio Manager & Analyst
Dafydd Lewis, CFA
Portfolio Manager & Analyst
Kyle LoGiudice
Relationship Associate, Advisor Relations
Pamela Macedo, CFA
Research Analyst
Bradley Mahes
Operations Associate
Leslie Marcus, CFA
Head of Marketing
Miguel Marquez
Senior Client Service Associate, Client Relations
Brigitte Marchand
Change Management Analyst
Jennifer McCarthy
Senior Client Service Associate, Client Relations
Erica McGinnes
Marketing Manager
Molly McGregor
Human Resources Coordinator
Brandy Meiteles
Human Resources Business Partner
Naveen Mootiram
Financial Analyst
Delia Morales
Client Reporting Analyst
Greg Moro
Relationship Associate, Advisor Relations
Todd Morris
Portfolio Manager & Analyst
Stan C. Moss, CFA
Chief Executive Officer
Jeff Mueller
Portfolio Manager & Analyst
Artur Muhhametov
Data Analyst
Mary Ndukwo
Data Analyst
Diane Nestor
RFP Manager
Samuel Oppe
Relationship Associate, Institutional Business Development
Elisa Orlando
Office Manager
Henri Pitkanen
Relationship Associate, Advisor Relations
Ian Podbelski
Senior Relationship Manager, Advisor Relations
Rana Pritanjali, CFA
Research Analyst
Bryan Power, CFA
Research Analyst
Jeff Prom
Data Architect
Suraj Pudasaini
Database Administrator
Brandon Reiser
Marketing Analytics Manager
Troy Renauld, CFA
Portfolio Manager & Analyst
Lisa Rynne, CFA
Senior Relationship Manager, Institutional Business Development
Brooke Schuessler
Compliance Officer
Mike Shepardson, CFA
Relationship Manager, Advisor Relations
Matthew Shirilla
Senior Relationship Manager, Institutional Business Development
Brian K. Smith, CFA
Head of Institutional Business Development
Shane Smith, CFA
Research Analyst
Kaushik Sudarsan
Head of Analytics
Katie Sulkowski
Relationship Manager, Advisor Relations
Jacob Swe
Data Scientist
Korey Tata
Integration Engineer
Rachel Trock
Head of Human Resources
Lisa Vasquez
Office Manager
Neil Venkateswaran
Business Intelligence Solutions Architect
Jack Wakefield
Research Analyst
Tucker Walsh
Head of Team, Portfolio Manager & Analyst
Graham Ward
Chief Financial Officer
Tenielle Welch
Senior Financial Analyst
Jillian Williams
Marketing Coordinator
Paul Williams
Head of International Business Development
Steve Williams
Senior Relationship Manager, International Business Development
Elena Wines
Head of Project Management Office
Anthony Xuereb
Senior Relationship Manager, Institutional Business Development
Brian Yacko
Director of Special Projects
Christine Young
ESG Specialist
Alan Zhang
Junior Research Associate
Zhang Zhang, CFA
Investment Analytics & Data Science Manager

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