Brian Wrubel
President & CEO
Tim Fallon, CIMA®
Managing Director
Tim Burdick, CFA
Managing Director
Miguel Zarate
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
Aimee O’Connor, CFP®
Senior Vice President
Stephanie Osten
Vice President
Ryan Marks, CFA, CAIA
Assistant Vice President
Jesus Jimenez
Assistant Vice President
Luis Sierra, CFA
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
Director of Fixed Income
Derek Schmidt, CFA, CAIA
Director of Private Equity
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
Samantha T. Grant, CFA, CAIA
Senior Research Analyst, U.S. Equities
Robert Britenbach, CFA, CIPM
Research Analyst, U.S. Equities
Jeffrey Hoffmeyer, CFA
Lead Analyst, Asset Allocation
Eric Lim, CFA
Quantitative Analyst
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
Lisbet Salinas
Senior Client Analyst, Assistant Vice President
Terence Ryan
Senior Client Analyst
Ross Williams
Client Analyst
Alberto Rivera
Client Analyst
Adam Melone
Client Analyst
Kevin Anderson
Client Analyst
Matt Anderson
Client Analyst
Trent Smith
Private Client Analyst
Adrian Pyk
Associate Client Analyst
Marisol Reyes
Associate Client Analyst
Ryan McCuskey
Associate Client Analyst
Tara Murphy
Associate Client Analyst
Samuel Frymier
Associate Client Analyst
Anthony DiSanto
Associate Client Analyst
Brendan Hopkins
Associate Client Analyst
Nick Cristiano
Associate Client Analyst
Matt Martin
Senior Performance Analyst
Harry McCollum
Senior 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
Eric W. Taylor, Jr.
Performance Analyst
Josh Mayer
Performance Analyst
Leah Haverkos
Performance Analyst
Reedan Abid
Performance Analyst
Hayley Kane
Performance Analyst
Jeremy Dubin, CPA
Director of Finance and Accounting
Christopher DuFour
Director of Information Technology
Melissa Gyurcsik
Marketing and Compliance Manager
Kyle McNicholas
Accounting Manager
Christopher Loe
Senior Staff Accountant
Ali Neyestani
Senior Software Engineer
Clare Vernon
Marketing Production Coordinator
Mary Kate Baehl
RFP Coordinator
Yazmin Ibrahim
Marketing Assistant
Lindsey Ashburn
Production Room Assistant
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
