Brendan Miller
Portfolio Analyst
Nina Millman
Head of Private Equity Client Service
Fran Gunther Minges, CTFA, AEP®
Private Client Relationship Advisor
Sandi Moffet
Co-Head of Strategic Advisory
Shawn Mooney, CPA
Controller
Naomi Mosquera
Private Client Relationship Associate
Peter Murphy, CAIA
Private Investment Operations Manager
Tanner Myers
Senior Compliance Officer
Emily Nalls
Research Institute Analyst
Shahien Nasiripour
Investigative Analyst
Nicole Nesbitt
Partner
Lauren Norris
Executive Assistant
Frank O'Donnell
Equity Research Analyst
Ashtyn Oakley
Workday HRIS Manager
Uche Ogbuokiri
IT Audit Manager