People

Over the past 30 years, we have been committed to attracting, retaining, and developing people to help ensure value for our clients. Meet our growing team, each of whom brings unique experiences and knowledge to help our clients achieve their missions.

View our leadership team, board of directors, external advisory board, investment professionals, and the rest of our team members.

Investment Professionals & Sales

Michael Aluise Headshot
Michael Mike Aluise, CFA, CAIA
Senior Vice President, Advisor
Lillian Ambrosius Headshot
Lillian Lily Ambrosius
Senior Research Analyst, Responsive Investing
David Barcus Headshot
David Barcus
Vice President, Investment Specialist, Research Services
Cheryl Barker Headshot
Cheryl Barker
VP Assistant Portfolio Manager, Private Capital, Operational Due Diligence
Rajan Bawa Headshot
Rajan Bawa
Senior Institutional Portfolio Analyst
Nolan Bean Headshot
Nolan Bean, CFA, CAIA
Head of Portfolio Management
Bruce Benjamin Headshot
Bruce Benjamin, CFA
Director / Advisor, Advisor
Alan Bergin Headshot
Alan Bergin, CFA
Senior Vice President, Advisor
Keith Berlin Headshot
Keith Berlin
Senior Vice President, Director of Global Fixed Income and Credit
Bobby Blue Headshot
Bobby Blue
Vice President, Portfolio Construction, Client Service
Matthew Boyko Headshot
Matthew Matt Boyko
Hybrid Sales Associate
Anita Brading Headshot
Anita Brading
Institutional Portfolio Analyst
W. Quincy Brown Headshot
W. Quincy Quincy Brown
Senior Vice President, Institutional Services
Justine Buckingham Headshot
Justine Buckingham
Portfolio Management Analyst, OCIO/Portfolio Management
Christian Busken Headshot
Christian Busken
Senior Vice President, Director of Real Assets
David Center Headshot
David Center, CFA
Senior Vice President, Advisor
Samuel Chambers Headshot
Samuel Sam Chambers
Institutional Portfolio Analyst
Michael Condon Headshot
Michael Mike Condon, CFA
Senior Advisor / Portfolio Management, Advisor
Kevin Conroy Headshot
Kevin Conroy, CFA, CAIA
Vice President, Research Analyst, Hedged Strategies
Emily Crail Headshot
Emily Crail
Vice President, Institutional Portfolio Analyst
Jeffrey Davis Headshot
Jeffrey Jeff Davis, CFA, CAIA
Senior Vice President, Advisor
Connor Dervin Headshot
Connor Dervin
Senior Institutional Portfolio Analyst
Ralph Doering Headshot
Ralph Rocky Doering
Senior Vice President, Advisor
Gregory Dowling Headshot
Gregory Greg Dowling, CFA, CAIA
Chief Investment Officer , Head of Research
Will Dunleavy Headshot
Will Dunleavy
Research Analyst, Diversifying Strategies
Tucker Durrett Headshot
Tucker Durrett
Research Analyst, Global Equity
Susan Fasig Headshot
Susan Fasig, CFA
Head of Private Capital, Private Capital
Mason Faucett Headshot
Mason Faucett
Institutional Portfolio Analyst
Anthony Festa Headshot
Anthony Tony Festa, CFA
Head of Portfolio Strategy
John Flanagan Headshot
John Johnny Flanagan
Institutional Portfolio Analyst
Michael Franke Headshot
Michael Franke, CFA, CAIA
Vice President, Portfolio Manager
Dave Germain Headshot
Dave David Germain
Vice President, Institutional Portfolio Analyst - Training Coordinator
William Goslee Headshot
William Bill Goslee
Head of Institutional Services
Richard Grzymajlo Headshot
Richard Rick Grzymajlo
Managing Director of Institutional Services
Ross Hambrick Headshot
Ross Hambrick
VP, Portfolio Management
Robin Harmon Headshot
Robin Harmon
Vice President, Institutional Portfolio Analyst
Douglas Harrell Headshot
Douglas Harrell
Vice President, Institutional Portfolio Analyst
Stephen Hodson Headshot
Stephen Steve Hodson, CFA, CAIA
Senior Vice President, Advisor
Brian Hooper Headshot
Brian Hooper, CFA
Senior Vice President, Director of Global Equity
Gregory Houser Headshot
Gregory Greg Houser, CFA, CAIA
Senior Vice President, Director of Research
William Hummel Headshot
William Bill Hummel
Director, Advisor
Mark Koenig Headshot
Mark Koenig, CFA
Senior Vice President, Quantitative Analysis
Mitchell Lange Headshot
Mitchell Mitch Lange
Research Analyst, Fixed Income
J. Alan Lenahan Headshot
J. Alan Alan Lenahan, CFA, CAIA
Chief Investment Officer
Charles Luecke Headshot
Charles Charlie Luecke
Senior Research Analyst, Private Equity
Kathryn Mawer Headshot
Kathryn Katy Mawer, CFA, CAIA
Managing Director, Institutional Services, Advisor
Lauren Mayernik Headshot
Lauren Mayernik
Senior Research Analyst, Private Equity
Sean McChesney Headshot
Sean McChesney
Vice President, Research Analyst, Hedged Strategies
Simran Mehla Headshot
Simran Mehla
Global Fixed Income, Credit Research Analyst
Samantha Merman Headshot
Samantha Merman
Research Analyst, Private Equity
Ross Neltner Headshot
Ross Neltner, CAIA
Vice President, Advisor
Michael O'Connor Headshot
Michael Mike O'Connor, CFA, CAIA
Vice President, Portfolio Manager, Liquid Investments
Timothy O'Donnell Headshot
Timothy O'Donnell, CAIA
Senior Vice President, Advisor
Laura Poeckes Headshot
Laura Poeckes
Research Analyst , Global Equity
Gary Price Headshot
Gary Price
Managing Director of Institutional Services
Pete Salvator Headshot
Pete Salvator
Vice President, Director of Research Services
Phillip Scherrer Headshot
Phillip Scherrer, CFA, CAIA
Senior Vice President, Advisor
Matthew Schwier Headshot
Matthew Matt Schwier
Vice President, Director Institutional Portfolio Analysis
Benjamin Sullivan Headshot
Benjamin Ben Sullivan
Senior Research Analyst, Global Equity
G. Scott Tabor Headshot
G. Scott Scott Tabor, CAIA
Senior Vice President, Private Equity
Sam Thomas Headshot
Sam Thomas
Senior Institutional Portfolio Analyst
Robert Van Den Brink Headshot
Robert Rob Van Den Brink, CFA, CAIA
Senior Vice President, Advisor
Matthew Veith Headshot
Matthew Matt Veith, CFA
Senior Vice President, Advisor
Devinne Verst Headshot
Devinne Verst
Vice President of Institutional Sales
Michael Vitori Headshot
Michael Mike Vitori
Senior Business Development Analyst
Douglas Walouke Headshot
Douglas Walouke, CFA
Vice President, Operational Due Diligence
Robert Weideling Headshot
Robert Weideling
Real Assets Research Analyst, Research
Jeffrey Weisker Headshot
Jeffrey Jeff Weisker
Managing Director of Institutional Services, Advisor
Nathan Werner Headshot
Nathan Werner, CFA, CAIA
Senior Vice President, Director of Private Equity
Jere Whiteley Headshot
Jere Whiteley
Vice President, Sales & Relationship Management
Rebecca Wood Headshot
Rebecca Becky Wood
President & CEO
Andrew Zach Headshot
Andrew Andy Zach, CAIA
Senior Vice President, Advisor

Team Members

Joe Arbona Headshot
Joe Arbona
Operations Analyst, Operations
Ross Bernstein Headshot
Ross Bernstein
Systems Engineer
Omkar Bhapkar Headshot
Omkar Bhapkar, IACCP
VP, Compliance
Andrew Boedecker Headshot
Andrew Boedecker
Client Service Manager
Nate Cook Headshot
Nate Cook
Operations Analyst
Michael Dailey Headshot
Michael Mike Dailey
Business Intelligence Systems Analyst
Denise Davis Headshot
Denise Davis
Operations Analyst
Stephanie Davis Headshot
Stephanie Davis
Senior Administrator
Corene Derenthal Headshot
Corene Derenthal
Performance Analyst
Doreen Fornash Headshot
Doreen Fornash
Performance Analyst
Kaitlyn Garner Headshot
Kaitlyn Garner
Human Resources
Lisa Golden Headshot
Lisa Golden
Senior Business Development Analyst
Caton Gomillion Headshot
Caton Gomillion
Manager of Fund Operations
Richard Hain Headshot
Richard Rick Hain
Trading Operations Manager
Charles Hall Headshot
Charles Chuck Hall
Microsoft .NET Developer
Erin Humphrey Headshot
Erin Humphrey
Manager of Client Service Operations
Paul Keating Headshot
Paul Keating
Vice President, Director of Operations
Lisa Kenford Headshot
Lisa Kenford
Manager of Compliance
Kevin Kersting Headshot
Kevin Kersting
Vice President, Client Service
Brian Keywan Headshot
Brian Keywan
Performance Analyst
Delyse Lawless Headshot
Delyse Lawless
Senior Marketing Associate
Trena Mains Headshot
Trena Mains
Controller
Susanne Martinez Headshot
Susanne Martinez
Executive & Legal Administrator
Jessica Mavridoglou Headshot
Jessica Mavridoglou
Client Service Manager
Christopher McDowell Headshot
Christopher McDowell
IT Network Administrator, Technology
Wes McKeown Headshot
Wes McKeown
VP Institutional Sales, Client Development
Taylor McNamara Headshot
Taylor McNamara
Client Development Manager, RFP's
Kelly Moore Headshot
Kelly Moore
Performance Analyst
Laura Niemeyer Headshot
Laura Niemeyer
Performance Analyst, Client Service
Kevin Parsons Headshot
Kevin Parsons
Vice President, Data Engineering and Business Intelligence
Michelle Poe Headshot
Michelle Michelle Poe
Vice President, Technical Platforms and Infrastructure
Brittany Robbins Headshot
Brittany Robbins
Business Development Analyst
Annie Rogers Headshot
Annie Rogers
Receptionist
Richard Rogers III Headshot
Richard Rogers III
Senior Marketing Associate, Client Development
Susan Schrader Headshot
Susan Schrader
Manger of Operations
Noah Simpson Headshot
Noah Simpson
Senior Risk & Performance Analyst, Operations
Katherine Smith Headshot
Katherine Katie Smith
Senior Accounting Associate
Scott Stumpf Headshot
Scott Stumpf
Senior Vice President, Information Technology
Christopher Taylor Headshot
Christopher Chris Taylor
Vice President, Financial Planning and Analysis
Gianna Tremoulis Headshot
Gianna Tremoulis, Esq
Associate General Counsel
Angela Utley Headshot
Angela Utley
Senior Process Analyst, Pipeline
Sarah Wessling Headshot
Sarah Wessling
Vice President, Director of Marketing
Jeanine Wilson Headshot
Jeanine Wilson
Senior Reporting Associate, Client Service
Kaelie Wilson Headshot
Kaelie Wilson
Operations Analyst I
Danae Yeggy Headshot
Danae Yeggy
Compliance Analyst, Compliance