Our people provide seasoned, prudent advice and exceptional implementation.

Read Abraham’s Bio

Abraham Eapen
Senior Vice President

Read Alexis’s Bio

Alexis Mirski
Client Service Associate

Read Annie’s Bio

Annie Hsia
Legal and Executive Assistant

Read Atiya’s Bio

Atiya Leary
Chief Compliance Officer

Read Brady’s Bio

Brady Tuttle
Junior Analyst

Read Britt’s Bio

Britt Lacher
Senior Client Services Associate

Read Caitlin’s Bio

Caitlin Beasty
Executive Assistant

Read Christine’s Bio

Christine Muchoe
Research Assistant

Read Elizabeth’s Bio

Elizabeth Parker
Senior Client Services Associate

Read Emily’s Bio

Emily Schumacher
Fund Accountant

Read Franklin’s Bio

Franklin Ma
Operations Associate

Read Jeffrey’s Bio

Jeffrey Moriarty
Vice President

Read Jenna’s Bio

Jenna Becker
Senior Client Services Associate

Read Jennifer’s Bio

Jennifer Cowell
Executive Assistant

Read Joel’s Bio

Joel Roemer
Client Services Associate

Read John’s Bio

John Perricone
Operations Associate

Read Joshua’s Bio

Joshua Whitehurst
Director of Systems Development

Read Kabir’s Bio

Kabir Kapoor
Chief Investment Officer

Read Katherine’s Bio

Katherine Pickel
Director of Operations

Read Kelly’s Bio

Kelly Hammer
Client Portfolio Analyst

Read Leigh’s Bio

Leigh Ann Santiago
Office Administrator

Read Lisa’s Bio

Lisa Lerer-Zahn
Senior Estate Administrator

Read Mack’s Bio

Mack Herlyn
Senior Analyst

Read Marian’s Bio

Marian Natividad
Controller

Read Marty’s Bio

Marty J. Piccinich
Director of Information Technology, CISO

Read Maya’s Bio

Maya Snagg
Operations Associate

Read Michael’s Bio

Michael Fierro
Chief Financial Officer

Read Michael’s Bio

Michael Sancilio
Director of Client Services

Read Mike’s Bio

Mike Loughney
Vice President of Accounting

Read Milwin’s Bio

Milwin Rainey
Fund Accountant

Read Nathan’s Bio

Nathan Romig
Operations Specialist

Read Pat’s Bio

Pat Backus
Executive Assistant

Read Peggy’s Bio

Peggy Maloney
Paralegal

Read Saher’s Bio

Saher Chaudhry
Executive Assistant

Read Samantha’s Bio

Samantha Beyda
Trust & Estate Associate

Read Steven’s Bio

Steven W. Davidson
Chief Operating Officer

Read William’s Bio

William Kenny
Fund Operations Associate