Charlie Larsen

Charlie Larsen

Director of Operations, US PCE&F
Nam Le

Nam Le

Private Equity Analyst
Derrick Leak

Derrick Leak

Private Client Relationship Advisor
Hailey Lui

Hailey Lui

Private Client Relationship Associate
John Mai

John Mai

Technical Help Desk Senior Manager
Nikita Mankad

Nikita Mankad

Investment Compliance Analyst
Cam Mathis

Cam Mathis

Equity Research Analyst
Mike Maxwell

Mike Maxwell

Head of Operations
Reilly Maxwell

Reilly Maxwell

Institutional Business Strategist
Carter McCaffery

Carter McCaffery

Senior Alternative Asset Analyst
Jennifer McClintock

Jennifer McClintock

Private Equity Relationship Advisor
William McCloskey

William McCloskey

Private Client Relationship Associate
Kelly McConkey, CFA

Kelly McConkey, CFA

APM, Municipal SMAs & Trader
Catherine McDonnell

Catherine McDonnell

Portfolio Manager
Matt McKenna

Matt McKenna

Messaging Strategist, Digital
Quinn McLaughlin

Quinn McLaughlin

Portfolio Analyst