Erin Lujan
Private Client Relationship Advisor
Stephanie Martinez
Regional Investment Consultant
Ian McAbeer, CFA
Portfolio Manager
Alex Mudd
Private Client Relationship Associate
Laura Newby
Executive Assistant
Mikey Ostendorf
Private Client Senior Relationship Associate
Alice Paik
Chief Strategic Advisory Officer
Sarah Richardson
Endowments & Foundations, Director of Client Engagement
Hi Roberts, CFA, CPA
Portfolio Manager
Jose Ruiz
Associate Portfolio Manager
Pavi Sandeep
Private Client Relationship Advisor
Paul Schrieber
Portfolio Analyst
Dalyn Schwartz
Senior Office Solutions Associate
Ayudhia Sofyan
Senior Trade Support Analyst
Dan Spiegel, CPA
Private Investment Specialist