Chad Larson
Strategic Advisor
Michael Lau
Portfolio Manager
Katherine Lee
Portfolio Manager & Municipal Credit Research Analyst
Lulu Lemken
Private Client Relationship Associate
CJ Liang
Portfolio Analyst
Emily Lofties
Associate Portfolio Manager
Travis Long
Senior Operations Business Analyst
Stephanie Luong
Private Client Relationship Associate
Lisa Mancini
Director of Operations
Adam Mantin, CFA
Portfolio Manager
Xavier Martinez
Private Client Relationship Advisor
Ray McClure
Portfolio Manager
Kathryn McManus
Private Client Relationship Advisor
Molly Miller
Investment Compliance Team Lead
Jess Perez
Private Client Relationship Associate