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Experienced and responsive team 

Our portfolio managers, researchers, engineers, client service, and operations teams work closely together to serve advisors and their clients.

Team

Darshan Ahluwalia
Darshan Ahluwalia
Software Engineer
Nick Arnold
Nick Arnold
Compliance Officer and Legal Counsel
Chuck Baird
Chuck Baird
Senior Investment Operations Analyst
Andrew Bartell
Andrew Bartell
Process Engineering and Program Manager
Mark Bateman
Mark Bateman
Director of ESG/SRI Research (Salem, OR)
Sandrine Beddow
Sandrine Beddow
Front Desk Receptionist
Matt Berg
Matt Berg
Product Manager–Portfolio Management
Beyza Black
Beyza Black
Client Onboarding Analyst
Michael Branch
Michael Branch, CFA
Senior Portfolio Manager and Manager of Portfolio Research
Adam Breech
Adam Breech, CFP
Senior Performance Analyst
Ross Brennan
Ross Brennan
Support Desk Engineer
Brenda Brown
Brenda Brown
Client Onboarding Analyst
Taotao Cai
Taotao Cai
Quantitative Researcher
Annie Carroll
Annie Carroll
Client Implementation Analyst
Lisa Clossey
Lisa Clossey
Business Solutions Architect
Doug Cogan
Doug Cogan
ESG/SRI Strategist
Jack Delaney
Jack Delaney
Associate Portfolio Manager
Matthew De Mass
Matthew De Mass
Manager of Investment Operations
Hiep Dinh
Hiep Dinh, CIPM
Senior Operations Manager
Brian Drake
Brian Drake
Senior Network Engineer
Julie Enderson
Julie Enderson
Senior Client Relationship Manager
Erik Erickson
Erik Erickson
Accountant/Compliance Associate
Marc Fiore
Marc Fiore
Chief Marketing Officer
Igor Fisl
Igor Fisl, CFA
Software Development Manager
Sebastian Frei
Sebastian Frei
Junior Operations Associate
Katherine Gabriana
Katherine Gabriana, CFA
Associate Portfolio Manager
Antonius Gan
Antonius Gan
Quality Assurance Manager
Patrick Geddes
Patrick Geddes
Chief Executive Officer and Chief Tax Economist
Patricia Gibbons
Patricia Gibbons, CAIA
Manager of Marketing Projects
Lisa Goldberg
Lisa Goldberg, PhD
Director of Research
Michael Gorin
Michael Gorin
Client Experience Analyst
Pete Hand
Pete Hand
Director of Quantitative Strategies and Tax Economist (Portland, OR)
Lawrence Hing
Lawrence Hing
Chief Compliance Officer and Legal Counsel
Toan Hua
Toan Hua
Senior Investment Operations Analyst
Mayank Jha
Mayank Jha
Software Engineer
Margot Johnson
Margot Johnson
Business Development Associate
Richard Jordan
Richard Jordan
IT Support Engineer
Alex Kancov
Alex Kancov
Chief Technology Officer
Dony Kang
Dony Kang, CFA
Lead Portfolio Manager
Brian Ko
Brian Ko
Lead Portfolio Manager
Mike Krystof
Mike Krystof
Senior Salesforce Architect
Adam Kuhn
Adam Kuhn
Product Manager – Digital Experience
Willie Kwan
Willie Kwan
Portfolio Manager
Dianelle Lacy
Dianelle Lacy
Client Implementation Analyst
Petar Lalovic
Petar Lalovic, CFA
Associate Portfolio Manager
Guy A. Lampard
Guy A. Lampard
Senior Advisor
Kenneth H. Lassner
Kenneth H. Lassner, CFA
Senior Client Relationship Manager (New York City)
Terence Lau
Terence Lau
Senior Portfolio Manager, Manager of Portfolio Rebalancing and Analysis
Jane Lee
Jane Lee
Associate Portfolio Manager
Michelle Leeds
Michelle Leeds
Business Development Associate
Ran Leshem
Ran Leshem
Chief Investment Officer
Jack Lindstrom
Jack Lindstrom
Manager of Client Experience
Jonathan Liu
Jonathan Liu, CFA
Lead Portfolio Manager
Tracy Loy
Tracy Loy
Human Resources Generalist
Jialing Lu
Jialing Lu, CFA
Portfolio Manager
Libett Magaña
Libett Magaña
Business Development Associate
Nancy Malik
Nancy Malik
Director of Human Resources
Laurent Masotti
Laurent Masotti
Manager of Investment Operations
Nathan McCandlish
Nathan McCandlish
Software Engineer
Bruce McKay
Bruce McKay
Software Engineer
Joe Mesich
Joe Mesich
Associate Portfolio Manager
Liz Michaels
Liz Michaels
Chief of Staff and Director of ESG/SRI (Chicago)
Michael Miscio
Michael Miscio
Client Implementation Analyst
Evan L. Mizrachy
Evan L. Mizrachy, CFA, CAIA
Senior Client Relationship Manager
Rick Moreno
Rick Moreno
Director of Business Development
Mehrdad Nafisi
Mehrdad Nafisi
Database Administrator/Data Architect
Robert L. Newman
Robert L. Newman, CFA
Chief Client Experience Officer
Mark J. Nuti
Mark J. Nuti, CFA
Chief Financial Officer
Tom O’Connor
Tom O’Connor
Client Implementation Analyst
Eamon Olson
Eamon Olson
Back Office Manager
Angela Osborne
Angela Osborne
Chief Operating Officer
Dustin Peterson
Dustin Peterson
IT Operations Manager
Steven Philipoff
Steven Philipoff
Client Onboarding Analyst
Robert Quimjian
Robert Quimjian, CFA, ASA
Associate Portfolio Manager–Portfolio Trader
Lucas Reisdorf
Lucas Reisdorf, CFA
Associate Portfolio Manager
Ellen Reynolds
Ellen Reynolds
Business Development Associate
Sujay Sahoo
Sujay Sahoo
Software Engineer
Katie Salvaterra
Katie Salvaterra
Client Relationship Manager
Ben Schneider
Ben Schneider, CFA
Investment Strategist and Tax Economist
Harrison Selwitz
Harrison Selwitz
Portfolio Manager
Nate Sewell
Nate Sewell
Quality Assurance Engineer
Michelle Shkedi
Michelle Shkedi
Portfolio Manager
Will Sipila
Will Sipila
Senior Data Architect
Paul O. Solli
Paul O. Solli
Chief Strategy Officer & Head of Product Development
Dan Spier
Dan Spier
Head of Portfolio Trading
Michael Stevens
Michael Stevens
Senior Client Relationship Manager (Boston)
Annie Tan
Annie Tan
Portfolio Manager
Puren Akcali Tekin
Puren Akcali Tekin
Investment Operations Analyst
Robert Tymoczko
Robert Tymoczko
Director of Portfolio Management
Simge Ulucam
Simge Ulucam
Quantitative Researcher
Christopher Vinyard
Christopher Vinyard, CFA
Associate Portfolio Manager
Andrew Ward
Andrew Ward
Software Development Manager
Austin Wilson
Austin Wilson
ESG/SRI Investment Associate
Dennis Xu
Dennis Xu
Senior Investment Operations Analyst
James Yoon
James Yoon
Manager of Marketing Communications
Dorian Young
Dorian Young, CFA, CAIA
Senior Portfolio Strategist
Monica Zhuang
Monica Zhuang
Financial/Business Analyst