Our People Make the Difference

Leadership

Jeff Colin
Partner
Jim Milligan
Partner
Michael van den Akker
Partner
Chris Wilkens
Partner
Heather Pelant
Partner
Wendy Umphrey
Partner
Jennifer Bonvechio
Partner
Adam T. Elegant
Partner
Jordan Kienzle
Partner
Jeff Bardini
Managing Director
Patrick Burke
Director of Client Services
Madeline Rogers
Director of Client Services

Client Service

Catherine Less
Director of Special Projects
Alison Elliott
Senior Vice President
May Ly
Senior Vice President
Stephanie Moon
Senior Vice President
Annie Endozo Roth
Senior Vice President
Rhonda Thomas
Senior Vice President
Jeff Chen
Vice President
Alex Gannon
Vice President
Brian Kretz
Vice President
Rob McFadden
Vice President
Nancy Nelson
Vice President
Natalie Weidemier
Vice President
Daniel Blakey
Manager
Shweta Palekar
Manager
Austin Rainville
Manager
Daniel Yang
Manager
Kurt McDaniel
Analyst
Monica Santo Domingo
Analyst
Sindi Tahiraj
Analyst

Investment Strategy

Christopher Gordon
Vice President
Tara Sahdev
Vice President
Matt Eastman
Manager
Keegan Murphy
Analyst
Katarina Straub
Analyst

Operations

Shelby Rogers
Senior Vice President
Luis Ayala
Vice President
Jenny Woodworth
Tax and Operations Vice President
Kenny Liao
Manager
Jessica Richardson
Manager
Mario Garcia
Analyst
Caleb Yee
Analyst

Expense Management

Emilee Copeland
Vice President
Alexandra Kearney Maher
Manager
Pamela Fernandez
Analyst

Reporting

Gene Schwartz
Vice President
John Siu
Vice President
Alexey Veksler
Manager
Yeimi Gomez
Analyst

Administration

Amy Galanti
Human Resources & Finance Manager
Morgan Prior
Executive Assistant
Chelsea Griswold
Administrative Assistant