Debbie Bartz
Private Client
Debbie Bartz
Administrative Assistant
Jon Bassett
NextGen Venture Partners
Jon Bassett
Managing Partner, NextGen Venture Partners
Madison Carr Freeze
Institutional
Madison Carr Freeze
Regional Investment Consultant
Olivia Chan
Olivia Chan
Private Client Relationship Associate
Erik Cohen
Erik Cohen
Portfolio Manager
Faiza Jooma
Private Client
Faiza Jooma
Private Client Relationship Analyst
Colin Kampfe, CAIA
Colin Kampfe, CAIA
Portfolio Analyst
Mia Karides, CPA
Mia Karides, CPA
Relationship Advisor & Investment Ops Manager
Katherine Kroll
Katherine Kroll
Investment Specialist
Jonathan Levy
Jonathan Levy
Portfolio Manager
Erin Lujan
Private Client
Erin Lujan
Private Client Relationship Associate
Ian McAbeer, CFA
Ian McAbeer, CFA
Portfolio Manager, Head of Austin Office
Sarah Richardson
Private Client
Sarah Richardson
Relationship Advisor; Operating Officer
Hi Roberts V, CFA, CPA
Hi Roberts V, CFA, CPA
Associate Portfolio Manager
Pavi Sandeep
Private Client
Pavi Sandeep
Private Client Relationship Associate

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