Our Team

Investments

  Research & Portfolio Management

  David B. Iben, CFA
  Chief Investment Officer and Portfolio Manager
Simon Shi, CFA
Deputy Director of Research
  Isabel Satra
  Principal, Analyst / Portfolio Manager
Stephen Rosenthal, CFA
Analyst
  Mark McKinney, CFA
  Principal, Analyst / Portfolio Manager
Taylor McKenna
Analyst
  Lee Quaintance
  Analyst / Portfolio Manager
Alissa Corcoran, CFA
Analyst
  Todd Tosti
  Analyst
Seamus Sullivan
Research Associate
  Hailey Ferrara
  Research Associate
Lillian Cousins
Research Associate

  Trading

  Kenneth Morgan
  Principal, Head of Global Trading
Erik Castro
Head of EMEA Trading
  Joe Baik
  Head of Asian Trading
Katie Raden
Trader
  

Business Administration

  Neda Yarich
  President
Robert S. Lamont, Jr.
General Counsel / Chief Compliance Officer
  Todd Heine
  Operations Manager
Sarah Bertrand
Assistant General Counsel
  Matt Kelly
  Portfolio Management Associate
Rob Cullinan, CPA
Senior Operations Specialist
  Larry Young, CFA
  Controller
Juan Licona
I.T. Support

  Marketing

  Stephen Van Arsdale
  Institutional Marketing Associate
John W. Braukman IV
Marketing Information Associate
  

Distribution & Client Services

  Kassim Gaffar, CFA
  Principal, Head of Distribution & Client Services
Tim Fitzgerald
Institutional Investor Relations
  Julie Trajkovski
  Investor Relations
Jason Barger
Institutional Investor Relations
  Sofiya Zhovnovataya
  Investor Relations
Chris Lopez, CIMA®
Investor Relations
  

Executive Assistants

  Lindsay Trensch
  Executive Assistant/Corporate Concierge
Rebecca Walsh
Executive Assistant & HR Representative
  Christina Jefferson
  Executive Assistant
Rachael Ortega
Marketing Assistant