Sara Ma
Private Client Relationship Associate
Jack MacDonald, CFA
Portfolio Manager
Stephanie McCormick
Portfolio Manager
Alexa Model
Strategic Advisor
Jeff Myers, CFA
Associate Portfolio Manager
Katie Novotny
ISG Relationship Associate
Maggie Nugent, CTFA
Private Client Relationship Advisor
Rima Parikh
Head of Operational Due Diligence
Amar Patel
Portfolio Manager
William Peltier
ISG Data Analyst
Naomi Peng, CFA
ISG Research Analyst
Maumita Rahman
Private Client Senior Relationship Associate
Christian Randolph
Senior Portfolio Analyst
Shane Ransom
Portfolio Manager, ISG
Holly Ross
Portfolio Analyst