Brendan Leniw
Investment Risk Analyst
Jake Lubel
Equity Research Analyst
Sara Ma
Private Client Relationship Associate
Jack MacDonald, CFA
Portfolio Manager
Stephanie McCormick
Portfolio Manager
Alexa Model
Strategic Advisor
Max Morant
ISG Research Analyst
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
CIO Investment Analyst
Maumita Rahman
Private Client Senior Relationship Associate