Ben Bayat
Managing Director
Phil Bennett
Consultant Relations
Deborah Chu, CFA
Senior Associate
Lisi Bailliere Dean
Portfolio Manager & Head of the San Francisco Office
Ali Edwards
San Francisco Operating Officer
Joseph Elefante, CAIA
Regional Investment Consultant
Meredith Shuey Etherington
Portfolio Manager
Riley Finch
Accounting Associate
Charlie Grossmann
Portfolio Analyst
Maxim Karoubi
Associate
Christine Kuhn
Private Client Relationship Associate
Ethan O'Malley
Associate Portfolio Manager
Patrice Phung
Private Client Relationship Advisor
Chloe Roesler
Portfolio Analyst
Stephanie Strickland
Private Client Relationship Advisor