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
Managing Director
Jeff Bardini
Managing Director
Madeline Rogers
Senior Vice President
Patrick Burke
Director of Client Services

Client Service

Catherine Less
Director of Special Projects
Rhonda Thomas
Senior Vice President
Alison Elliott
Senior Vice President
Stephanie Moon
Vice President
Alex Gannon
Vice President
Brian Kretz
Vice President
May Ly
Vice President
Rob McFadden
Vice President
Annie Endozo Roth
Vice President
Tara Sahdev
Vice President
Daniel Blakey
Manager
Shweta Palekar
Manager
Austin Rainville
Manager
Nancy Romney
Manager
Natalie Weidemier
Manager
Susan Caston
Tax Vice President
Monica Santo Domingo
Analyst
Enrique Faife
Support Analyst
Kurt McDaniel
Support Analyst
Sindi Tahiraj
Support Analyst

Investment Strategy

Jordan Kienzle
Senior Vice President
Christopher Gordon
Vice President
Matt Eastman
Manager
Golzar Rassouli
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
Administrative Assistant

Expense Management

Emilee Copeland
Vice President
Alexandra Kearney Maher
Manager
Bettina Jefferis
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
Pamela Fernandez
Administrative Assistant