Jason Welborn
Senior Billing Specialist
David Wellmann, CPA
Fund Operations Specialist
Jesse Wells
Senior Private Investment Analyst
Nicole White
Private Equity Analyst
Kaneda Whitley
Technology Project Manager
Tricia Willertz
HR Manager
Doug Williams, CFA
Investment Specialist
George Williams
Private Client Senior Relationship Associate
Angela Wilson
Sustainable Investment Strategist
Brandon Woodland, CFA
Portfolio Manager
Cassandra Wright
Private Client Relationship Advisor
Cole Wujek, CPA
Finance Business Partner
Jane Yee
Cash Management and Asset Transfers Manager