Katherine Lee

Katherine Lee

Fixed Income Research Analyst
Dan Lee

Dan Lee

Fund Operations Analyst
Lulu Lemken

Lulu Lemken

Private Client Relationship Associate
Brendan Leniw

Brendan Leniw

Investment Risk Analyst
Tyler Lewis

Tyler Lewis

Portfolio Manager
Joyce Li, CFA

Joyce Li, CFA

Portfolio Manager
CJ Liang

CJ Liang

Portfolio Analyst
Elise Liberto

Elise Liberto

Managing Director of Private Investments
Susanne Linhardt, CFA, CAIA

Susanne Linhardt, CFA, CAIA

Investment Director
Matt Lockwood

Matt Lockwood

Associate Portfolio Manager
Emily Lofties

Emily Lofties

Associate Portfolio Manager
Bailey Logan, CFP®

Bailey Logan, CFP®

Strategic Advisor
Travis Long

Travis Long

Senior Operations Business Analyst
Stuart Long

Stuart Long

Senior Client Service Associate
Sandy Lowden

Sandy Lowden

Senior Investment Operations Associate
Jake Lubel

Jake Lubel

Equity Research Analyst