Brian Wrubel
Chief Executive Officer
Nat Kellogg, CFA
President, Director of Manager Search
Miguel Zarate
Chief Operating Officer, Managing Director
Linsey Schoemehl Payne
Chief Compliance Officer, Managing Partner
Tim Burdick, CFA
Managing Director
Alex G. Fisher
Managing Partner
Brian Goding
Managing Partner
Tim Hamann
Managing Partner
Doug Oest, CAIA
Managing Partner
Neil S. Capps, CAIA, FDP
Director of Client Service, Managing Partner
Tom Latzke, CAIA
Senior Vice President
Eric Gaylord, CFA
Senior Vice President
Stephanie Osten
Senior Vice President
Ryan P. Tracy, CFP®
Senior Vice President
Kris Katarski
Senior Vice President
Jesus Jimenez
Vice President
Michael McGuire
Director of Portfolio Solutions, Vice President
Brad Hampton
Vice President
Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner
Frank Valle, CFA, CAIA
Senior Research Analyst
Evan Frazier, CFA, CAIA
Senior Research Analyst
Amy Miller
Senior Research Analyst
Chad Sheaffer, CFA, CAIA
Senior Research Analyst
James Torgerson
Research Analyst
Ibrahim Rashid
Research Analyst, Sustainable Investing
Catherine Hillier
Research Analyst
Hayley McCollum
Research Analyst
Rodrigo De La Peña Alanis
Associate Research Analyst
Nic Solecki, CBDA
Associate Research Analyst
Akwasi Sarpong
Associate Research Analyst
Catherine Callaghan
Research Associate
Julia Sheehan
Research Associate
Peter Como
Research Associate
Eddie Arrieta
Research Associate
Griffin Gildea
Research Associate
Thomas Neuhardt
Research Associate
Andrew Taylor
Research Associate
Terence Ryan
Associate Director, OCIO Services, Vice President
Kevin McDonnell, CPA, RPA
Associate Director, OCIO Services, Assistant Vice President
Kat Armstrong, RPA
Senior Client Analyst, OCIO Services
Andrea Blomquist
Associate Client Analyst, OCIO Services
Colin Cheaney
Associate Client Analyst, OCIO Services
Lili Park
Vice President, Client Service
Jose Sanchez
Vice President, Client Service
Alberto Rivera
Assistant Vice President, Client Service
Ross Williams
Assistant Vice President, Client Service
Kevin Anderson, CFA
Assistant Vice President, Client Service
Matt Anderson, CFA
Assistant Vice President, Client Service
Adam Melone
Assistant Vice President, Client Service
Tara Murphy
Assistant Vice President, Client Service
Matt Nowak, AIF®
Defined Contribution Specialist, Assistant Vice President
Eva Kasarova
Senior Client Analyst
Judy Convey
Senior Client Analyst
Jonathan Bryant, CFA
Senior Client Analyst
Adrian Pyk
Senior Client Analyst
Brendan Hopkins
Senior Client Analyst
Nick Cristiano
Senior Client Analyst
Jacob Schwister, CFA
Senior Client Analyst
Jack Sannes, CFA, CAIA
Senior Client Analyst
Ben Wright, CFA, CAIA
Senior Client Analyst
Olivia Parks, CAIA
Senior Client Analyst
Sam Frymier
Senior Client Analyst
Mike Barry, CFA, CAIA
Senior Client Analyst
Mike Snooks, CFA
Senior Client Analyst
John Waghorne
Senior Client Analyst
Colin Graeme
Senior Private Client Analyst
Junnor Shin
Client Analyst
Israel Lopez
Client Analyst
Katie Marsh
Client Analyst
Keenan Sanchez
Private Client Analyst
Hakeem Reed
Associate Client Analyst
Theresa Snarski
Associate Client Analyst
Jaclyn Rachanski
Associate Client Analyst
Zach Houston-Read
Associate Client Analyst
Jalen Hill
Private Client Associate
Kevin Kern
Performance Analyst Team Leader
Joe Rohaly
Senior Performance Analyst
Michael DeSantis
Senior Performance Analyst
Ricky Yang, CAIA
Senior Performance Analyst
Javier Palma
Performance Analyst
Mike Kleinman
Performance Analyst
Ben Piasecki
Performance Analyst
Anthony Wang
Performance Analyst
Grace Colson
Performance Analyst
Devon Waskiewicz
Performance Analyst
Artem Rozenshteyn
Performance Analyst
Alejandro Mendez
Performance Analyst
Caroline O’Sullivan
Performance Analyst
Jake Wilson
Performance Analyst
Jordan Clark
Performance Analyst
Ryan Maher
Performance Analyst
Connor Buggy
Performance Analyst
Lauren Smith
Performance Analyst
Kendra Preissner
Performance Analyst
Bridget DeZellar
Performance Analyst
Jocelyn Rivera
Performance Analyst
Brandon Avant
Performance Analyst
Donny Namani
Performance Analyst
Jeremy Dubin, CPA
Director of Finance and Accounting
Lydia Willis, PHR
Director of Human Resources
Ali Neyestani
Director of Software Development
Melissa Gyurcsik
Director of Marketing
Christopher Loe, CPA
Assistant Controller
Matt Mierzwa
IT Services Lead
Fade Abdeljaber
Associate Software Engineer
Clare Vernon
Creative Services Manager
Yazmin Ibrahim
Senior Marketing Coordinator
Mary Kate Baehl
Senior RFP Coordinator
Juliana DeSouza
RFP Coordinator
Mary Depp
Executive Assistant to the CEO
Lindsey Ashburn
Office Manager
Donise Reitz
Office Manager
Donna James
Administrative Assistant
