Brian Wrubel
President & CEO
Tim Fallon, CIMA®
Managing Director
Tim Burdick, CFA
Managing Director
Michael W. Shone
Managing Director
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
Managing Partner
James Wesner, CFA
Managing Partner
John Mariscalco, CFA
Vice President, Wealth Advisement
David Wernecke, CAIA
Assistant Vice President
Paul Marchese, CAIA
Assistant Vice President
Mike Spychalski, CAIA
Assistant Vice President
Eric Gaylord, CFA
Assistant Vice President
Tom Latzke, CAIA
Assistant Vice President
Greg Leonberger, FSA, EA, MAAA
Director of Research, Managing Partner
Nat Kellogg, CFA
Director of Manager Search, Managing Partner
Ben Mohr, CFA
Senior Research Analyst, Fixed Income
David Hernandez, CFA
Senior Research Analyst, International Equities
Jeremy Zirin, CAIA
Senior Research Analyst, Real Assets
Joe McGuane
Senior Research Analyst, Alternatives
Derek Schmidt, CFA, CAIA
Senior Research Analyst, Private Equity
Samantha T. Grant, CFA, CAIA
Senior Research Analyst, U.S. Equities
Rob Britenbach, CIPM
Research Analyst, U.S. Equities
Jeffrey Hoffmeyer, CFA
Lead Analyst, Asset Allocation
Alberto Rivera
Research Data Analyst
Eric Lim
Quantitative Analyst
Neil S. Capps, CAIA
Senior Client Analyst, Vice President
Lili Park
Senior Client Analyst, Assistant Vice President
Stephanie Beranek
Senior Client Analyst, Assistant Vice President
Imran Zahid
Senior Discretionary Analyst, Assistant Vice President
Mike Ni
Senior Client Analyst
Lynnette Keller
Senior Client Analyst
Jose Sanchez
Senior Client Analyst
Ryan Marks
Client Analyst
Courtney Hugger
Client Analyst
Lisbet Salinas
Client Analyst
Jesus Jimenez
Client Analyst
Colleen Hyland
Client Analyst
Terence Ryan
Client Analyst
Sean Yeager
Client Analyst
Ross Williams
Associate Client Analyst
Rogan Quinn
Associate Client Analyst
Adam Melone
Associate Client Analyst
Kevin Anderson
Associate Client Analyst
Matt Martin
Senior Performance Analyst
Adrian Pyk
Senior Performance Analyst
Matt Anderson
Senior Performance Analyst
Marisol Reyes
Performance Analyst
Nick Feinberg
Performance Analyst
Miles O’Hare
Performance Analyst
Josh Burda
Performance Analyst
Brandon Von Feldt
Performance Analyst
Anthony DiSanto
Performance Analyst
John Caprio
Performance Analyst
Ryan McCuskey
Performance Analyst
Brendan Hopkins
Performance Analyst
Trevor Kare
Performance Analyst
Jeremy Dubin, CPA
Director of Finance and Accounting
Christopher DuFour
Director of Information Technology
Rita Cirullo
Executive Assistant to the President
Nicole Buttron
Executive Assistant
Melissa Gyurcsik
Marketing Operations Manager
Clare Vernon
Marketing Production Coordinator
Francesca Bonifacio
Marketing Content Coordinator
Christopher Loe
Staff Accountant
Donise Reitz
Administrative Assistant
Libby Raccio
Administrative Assistant
Staci Washington
Administrative Assistant
Donna James
Administrative Assistant
Chandon Geralds
Production Room Assistant
