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
Aimee O’Connor, CFP®
Senior Vice President
John Mariscalco, CFA
Vice President, Wealth Advisement
Stephanie Osten
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, Non-U.S. Equities
Jeremy Zirin, CAIA
Senior Research Analyst, Real Assets
Joe McGuane, CFA
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
Eric Lim
Quantitative Analyst
Brandon Von Feldt
Research Associate
Megan Klassa
Research Associate
Neil S. Capps, CAIA
Senior Client Analyst, Vice President
Lili Park
Senior Client Analyst, Vice President
Imran Zahid
Senior Discretionary Analyst, Assistant Vice President
Jose Sanchez
Senior Client Analyst, Assistant Vice President
Ryan Marks, CAIA
Senior Client Analyst, Assistant Vice President
Lisbet Salinas
Senior Client Analyst, Assistant Vice President
Jesus Jimenez
Senior Client Analyst, Assistant Vice President
William Torre, Jr., CFA
Senior Client Analyst, Assistant Vice President
Terence Ryan
Senior Client Analyst
Luis Sierra
Senior Client Analyst
Ross Williams
Client Analyst
Alberto Rivera
Client Analyst
Adam Melone
Client Analyst
Kevin Anderson
Client Analyst
Matt Anderson
Client Analyst
Adrian Pyk
Associate Client Analyst
Nicholas N. Feinberg
Associate Client Analyst
Marisol Reyes
Associate Client Analyst
Ryan McCuskey
Associate Client Analyst
Tara Murphy
Associate Client Analyst
Matt Martin
Senior Performance Analyst
Anthony DiSanto
Senior Performance Analyst
Brendan Hopkins
Performance Analyst
Nick Cristiano
Performance Analyst
Harry McCollum
Performance Analyst
Brant Goodrich
Performance Analyst
Jack Sannes
Performance Analyst
Amanda Gall
Performance Analyst
Ben Wright
Performance Analyst
Jacob Fondrk
Performance Analyst
Jacob Schwister
Performance Analyst
Noah Williams
Performance Analyst
Olivia Parks
Performance Analyst
John Waghorne
Performance Analyst
Adriana Ramos
Performance Analyst
Kevin Kern
Performance Analyst
Jeremy Dubin, CPA
Director of Finance and Accounting
Christopher DuFour
Director of Information Technology
Melissa Gyurcsik
Marketing and Compliance Operations Manager
Kyle McNicholas
Accounting Manager
Christopher Loe
Senior Staff Accountant
Ali Neyestani
Senior Software Engineer
Clare Vernon
Marketing Production Coordinator
Francesca Bonifacio
Marketing Content Coordinator
Rita Cirullo
Executive Assistant to the President
Staci Washington
Executive Assistant
Donise Reitz
Administrative Assistant, St. Louis Office Manager
Libby Raccio
Administrative Assistant, Philadelphia Office Manager
Donna James
Administrative Assistant
Lindsey Ashburn
Production Room Assistant
