Our People Make the Difference

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