People
Over the past 30 years, we have been committed to attracting, retaining, and developing people to ensure value for our clients. Meet our growing team, each of whom bring unique experiences and knowledge to help our clients achieve their missions.
View our leadership team, external advisory board, investment professionals, and the rest of our team members.
Leadership Team
Investment Professionals & Sales
Team Members
Ross Bernstein
Systems Engineer
Omkar Bhapkar, IACCP
Compliance Manager
Andrew Boedecker
Client Service Manager
Kaelie Brice
Client Service Associate
Nate Cook
Operations Analyst
Michael Dailey
Business Intelligence Systems Analyst
Denise Davis
Operations Analyst
Stephanie Davis
Senior Administrator
Corene Derenthal
Performance Analyst
Andrea Doepker
Client Service Manager
Kristen Fitzgerald
Senior Marketing Associate
Erin Flynn
Human Resources Manager
Doreen Fornash
Performance Analyst
Lisa Golden
Senior Business Development Analyst
Andrea Granville
Administrative Assistant, Client Development
Richard Hain
Manager of Trading Operations
Charles Hall
Microsoft .NET Developer
Erin Humphrey
Manager of Client Service Operations
Paul Keating
Vice President, Manager of Fund Operations
Lisa Kenford
Senior Compliance Analyst
Kevin Kersting
Vice President, Client Service
Jennie Largent
Vice President, Marketing
Trena Mains
Controller
Susanne Martinez
Executive & Legal Administrator
Taylor McNamara
Senior Business Development Analyst
Kyndal Michel Marks
Manager of Fund Operations
Kelly Moore
Performance Analyst
Laura Niemeyer
Performance Analyst, Client Service
Kevin Parsons
Data Warehouse Manager
Michelle Poe
IT Systems Manager
Brittany Robbins
Business Development Analyst - RFP
Annie Rogers
Receptionist
Susan Schrader
Manger of Operations
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Matthew Schwier
Vice President, Director of Client Development
Samantha Schwierjohann
Administrator
Katherine Smith
Senior Accounting Associate
Scott Stumpf
Vice President, Information Technology
Christopher Taylor
Senior Financial Analyst
Gianna Tremoulis, Esq
Associate General Counsel
Angela Utley
Lead RFP Process Analyst
Joseph Vuotto
IT Network Administrator
Sarah Wessling
Vice President, Communications and Client Engagement
Jeanine Wilson
Senior Reporting Associate