Ben Bayat

Ben Bayat

Managing Director
Phil Bennett

Phil Bennett

Consultant Relations
Deborah Chu, CFA

Deborah Chu, CFA

Senior Associate
Lisi Bailliere Dean

Lisi Bailliere Dean

Portfolio Manager & Head of the San Francisco Office
Ali Edwards

Ali Edwards

San Francisco Operating Officer
Joseph Elefante, CAIA

Joseph Elefante, CAIA

Regional Investment Consultant
Meredith Shuey Etherington

Meredith Shuey Etherington

Portfolio Manager
Riley Finch

Riley Finch

Accounting Associate
Maxim Karoubi

Maxim Karoubi

Associate
Christine Kuhn

Christine Kuhn

Private Client Relationship Associate
Patrick Mariolle

Patrick Mariolle

Private Client Relationship Associate
Ethan O'Malley

Ethan O'Malley

Associate Portfolio Manager
Patrice Phung

Patrice Phung

Private Client Relationship Advisor
Stephanie Strickland

Stephanie Strickland

Private Client Relationship Advisor
Emalie Sundale

Emalie Sundale

Strategic Advisor
Abigail Workman

Abigail Workman

Associate Client Advisor