Brian Wrubel
Chief Executive Officer
Linsey Schoemehl Payne
Chief Compliance Officer, Managing Partner
Tim Burdick, CFA
Managing Director
Miguel Zarate
Managing Director
Dave Smith, CFA
Managing Director
Brian Goding
Managing Partner
Tim Hamann
Managing Partner
Doug Oest, CAIA
Managing Partner
Tom Latzke, CAIA
Managing Partner
Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner
Neil S. Capps, CAIA, FDP
Director of Client Service, Managing Partner
Melissa Gyurcsik
Director of Marketing, Managing Partner
Ryan P. Tracy, CFP®
Senior Vice President
Kris Katarski
Senior Vice President
Sarah E.R. Wilson
Senior Vice President
Chris Grimm, CFA, CAIA
Senior Vice President
Michael McGuire
Director of Portfolio Solutions, Vice President
Brad Hampton
Vice President
Matt Nowak, AIF®
Associate Director of Defined Contribution
David Hernandez, CFA
Director of Traditional Manager Search
Jessica Noviskis, CFA
Portfolio Strategist, OCIO Services
Frank Valle, CFA, CAIA
Associate Director of Fixed Income
Evan Frazier, CFA, CAIA
Senior Research Analyst
Amy Miller
Senior Research Analyst
Chad Sheaffer, CFA, CAIA
Senior Research Analyst
Catherine Hillier
Senior Research Analyst
Hayley McCollum
Senior Research Analyst
James Torgerson
Research Analyst
Dennis Yu
Research Analyst
Nic Solecki, CBDA
Research Analyst
Annie Huang
Research Analyst
David Lewandowski
Research Analyst, Sustainable Investing
Fred Huang
Research Analyst
Catherine Callaghan
Associate Research Analyst
Julia Sheehan
Associate Research Analyst
Peter Como, CFA
Associate Research Analyst
Eddie Arrieta
Associate Research Analyst
Thomas Neuhardt
Research Associate
Andrew Taylor
Research Associate
Madelyn Waumans
Research Associate
Grace Colson
Research Associate
Terence Ryan
Associate Director of OCIO Services, Vice President
Kevin McDonnell, CPA, RPA
Associate Director of OCIO Services, Vice President
Kat Armstrong, RPA
Assistant Vice President, OCIO Services
Andrea Blomquist
Client Analyst, OCIO Services
Ali Johanson
Client Analyst, OCIO Services
Artem Rozenshteyn
Associate Client Analyst, OCIO Services
Chris Poplawski
Associate Client Analyst, OCIO Services
Mike Kleinman
Associate Client Analyst, OCIO Services
Lili Park
Vice President, Client Service
Jose Sanchez
Vice President, Client Service
Alberto Rivera
Vice President, Client Service
Matt Anderson, CFA
Vice President, Client Service
Ross Williams
Assistant Vice President, Client Service
Adam Melone
Assistant Vice President, Client Service
Tara Murphy
Assistant Vice President, Client Service
Eva Kasarova
Assistant Vice President, Client Service
Adrian Pyk
Assistant Vice President, Client Service
Ben Wright, CFA, CAIA
Assistant Vice President, Client Service
Olivia Parks, CAIA
Assistant Vice President, Client Service
Jonathan Bryant, CFA
Assistant Vice President, Client Service
Sam Frymier
Assistant Vice President, Client Service
Mike Barry, CFA, CAIA
Assistant Vice President, Client Service
Michael Snooks, CFA
Assistant Vice President, Client Service
Brendan Hopkins
Assistant Vice President, Client Service
John Waghorne
Assistant Vice President, Client Service
Colin Graeme
Assistant Vice President, Client Service
Junnor Shin
Senior Client Analyst
Rakhi Shah
Senior Private Client Analyst
Israel Lopez
Senior Client Analyst
Judy Convey
Client Analyst
Katie Leonard
Client Analyst
Keenan Sanchez
Private Client Analyst
Hakeem Reed
Client Analyst
Eric Drew
Client Analyst
Bayley Miozzi
Client Analyst
Alan Lin, CIMA®
Defined Contribution Specialist
Javier Palma
Associate Client Analyst
Devon Waskiewicz
Associate Client Analyst
Joe Rohaly
Associate Client Analyst
Kevin Kern
Assistant Vice President, Performance Analysis
Michael DeSantis
Senior Performance Analyst
Alejandro Mendez
Senior Performance Analyst
Ben Piasecki
Senior Performance Analyst
Anthony Wang
Senior Performance Analyst
Jake Wilson
Senior Performance Analyst
Ryan Maher
Senior Performance Analyst
Jordan Clark
Senior Performance Analyst
Connor Buggy
Senior Performance Analyst
Lauren Smith
Senior Performance Analyst
Bridget DeZellar
Senior Performance Analyst
Jocelyn Rivera
Performance Analyst
Brandon Avant
Performance Analyst
Donny Namani
Performance Analyst
Sydney Colgan
Performance Analyst
Alex Gordon
Performance Analyst
Jackson LeLeux
Private Client Associate
Kate Hughes
Performance Analyst
Will McLaughlin
Performance Analyst
Martin Sosna
Performance Analyst
Ben Wheeland
Performance Analyst
Elliot Cleghorn
Performance Analyst
Olivia Brasure
Performance Analyst
Omar Serrano
Performance Analyst
Nick Phalen
Performance Analyst
Jeremy Dubin, CPA
Director of Finance and Accounting
Lydia Willis, PHR
Director of Human Resources
Ali Neyestani
Director of Software Development
Kyle McNicholas, CPA
Controller, Assistance Vice President
Christopher Loe, CPA
Assistant Controller
Matt Mierzwa
IT Services Lead
Mike Dwyer
Staff Software Engineer
Fade Abdeljaber
Software Engineer
Clare Vernon
Associate Director of Marketing
Yazmin Ibrahim
Marketing Manager
Juliana DeSouza
RFP Coordinator
Lilli Drewes
Marketing Coordinator
Lindsey Ashburn
Office Manager
Donise Reitz
Office Manager
Donna James
Administrative Assistant
Alana Gassman
Administrative Assistant
