Our People Make the Difference

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