Investment Consultants
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Brian Wrubel
Chief Executive Officer and President, Managing Director
Tim Fallon, CIMA®
Director of Client Relations, Managing Director
Tim Burdick, CFA
Chief Investment Officer, Managing Director
Brett Christenson, CFA, CFP®
Chief Operating Officer, Managing Director
Nichole Roman-Bhatty, CIMA®
Managing Partner
Alex. G. Fisher
Managing Partner
Glenn E. Ross
Managing Partner
Brian Goding
Managing Partner
Tim Hamann
Chief Compliance Officer, Managing Partner
Doug Oest, CAIA
Managing Partner
Miguel Zarate
Senior Vice President
James Wesner, CFA
Senior Vice President
David H. Smith, CFA
Senior Vice President
Mike Piotrowski, CAIA
Vice President
Raymond Caprio
Assistant Vice President
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