Keith Stone
Managing Director of Private Investments
Steve String
Software Development Manager
Evan Strobel
Relationship Manager
Kenneth Stuzin, CFA
Portfolio Manager
Rebecca Sugarman
Chief Human Resources Officer
Eric Sweeney
Senior Operations Project Manager
Andy Tanton
Equity Trader
Megan Toth
Project Manager, US PCE&F Operations
Terry Trusty
Analytics Engineer
Taylor Tutrone
Associate Portfolio Manager
Kristin Twist, CPA
Director of Accounting, Payroll and Equity
Christian Ventimiglia, CFA
Portfolio Manager
Hutch Vernon, CFA
Senior Advisor
Durbin Vido
Private Client Relationship Advisor
Austin G. Villalobos, FRM
Senior Institutional Product Analyst