Thomas Black
Portfolio Management
Thomas Black
Portfolio Manager
Samuel Blitzer
Samuel Blitzer
Financial Analyst
Evan Boden, CFA
Portfolio Management
Evan Boden, CFA
Portfolio Analyst
Rachel Bolan
Messaging
Rachel Bolan
Messaging Project Analyst
John Bond III, CFA
John Bond III, CFA
Equity Research Analyst
Annie Bonner
Legal & Compliance
Annie Bonner
Board Administrator
Douglas Borg
Douglas Borg
Strategic Advisor
Steven Borsje
Private Client
Steven Borsje
Business Analyst
Alex Bowen, CFA
Portfolio Management
Alex Bowen, CFA
Portfolio Analyst
Eddie Bradley III, CFA
Eddie Bradley III, CFA
Associate Portfolio Manager
Rupert Brandt
Rupert Brandt
Portfolio Manager
Erik Briggs
Equity Research
Erik Briggs
Equity Trader
Andrew Brink
Private Client
Andrew Brink
Private Client Relationship Analyst
Keryn Brock
Keryn Brock
Head of Institutional Endowment and Foundation Business
Elizabeth Brogan
Legal & Compliance
Elizabeth Brogan
Internal Audit & Risk Specialist
Connie A. Brown
Connie A. Brown
Private Client Relationship Advisor

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