Ethan Berkwits
Ethan Berkwits
Director of Sustainable Investing Messaging
Steven Borsje
Private Client
Steven Borsje
Business Analyst
Christopher Casey, CFA
Portfolio Management
Christopher Casey, CFA
Portfolio Manager
Angelina Choi
Private Client
Angelina Choi
Portfolio Analyst
Jonathan Chou, CFA
Equity Research
Jonathan Chou, CFA
Equity Research Analyst
Chris Keller
Chris Keller
Managing Partner, NextGen Venture Partners
Megan Curran
Megan Curran
Private Client Relationship Advisor
Christina Davie
Christina Davie
Private Client Relationship Associate
James Davie, CFA
James Davie, CFA
Fixed Income Credit Analyst
Gus de Los Reyes
Gus de Los Reyes
Chief Information Security Officer
Katharine Delaney, CFA
Portfolio Management
Katharine Delaney, CFA
Portfolio Manager
Matthew DiCenso
Portfolio Management
Matthew DiCenso
Portfolio Analyst
Brad Dunn
Brad Dunn
Portfolio Manager
David G. Ely, CFA
Portfolio Management
David G. Ely, CFA
Portfolio Manager
Ariel Fortunato, CFP®, CTFA
Strategic Advisory
Ariel Fortunato, CFP®, CTFA
Strategic Advisor
Karina Funk, CFA
Karina Funk, CFA
Portfolio Manager; Chair of Sustainable Investing

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