Victor Abiamiri
Private Client
Victor Abiamiri
Portfolio Manager
Victoria Avara
Equity Research
Victoria Avara
ESG Equity Research Analyst
Theresa Balaran
Portfolio Management
Theresa Balaran
Portfolio Manager
Danielle Barrett
Client Advisors
Danielle Barrett
Client Advisor
Ali Bayler
Private Client
Ali Bayler
Portfolio Manager, Family Office
Ethan Berkwits
Ethan Berkwits
Senior Editor and Content Strategist
Keryn Brock
Keryn Brock
Head of Institutional Endowment and Foundation Business
Madison Carr Freeze
Institutional
Madison Carr Freeze
Regional Investment Consultant
Lisa Cuesta
Lisa Cuesta
Principal, NextGen Venture Partners
Lauren Dell
Lauren Dell
Strategic Advisor
Emily Dwyer
Emily Dwyer
Senior ESG Equity Research Analyst
Lisa Fillingame Abraham
Institutional
Lisa Fillingame Abraham
Senior ESG Fixed Income Research Analyst
Lucas Fisher
Lucas Fisher
Portfolio Analyst
Henry Francklin
Henry Francklin
Institutional Sales Director

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