David Franklin
Business Intelligence Specialist
Jonathan Gardner
Senior Operational Due Diligence Analyst
Matthew Greenspan
Director of Operations
Jacob Grim
Business Intelligence Analyst
Jawad Hamid
Private Client Operations Business Strategist
Daniel Heindel
Alternative Asset Specialist
Chelsea Jackson
Institutional Portfolio Specialist
Zack Johnson
Senior Cash Management Analyst
Julia Koron
Investment Risk Analyst
Lisa Mancini
Director of Operations
Mike Maxwell
Head of Operations
Carter McCaffery
Senior Alternative Asset Analyst
Andrew McLoughlin
Director of Project Management
Michael Midgette
Business Intelligence Specialist
Peter Murphy, CAIA
Private Investment Operations Manager