Our Team

Our Team

 

Investment Research

 

Research & Portfolio Management

David Iben, CFA
Chief Investment Officer and Lead Portfolio Manager
Alissa Corcoran, CFA
Analyst, Deputy CIO, Director of Research, Portfolio Manager
Isabel Satra
Principal, Analyst, Portfolio Manager
Taylor McKenna, CFA
Analyst
Lee Quaintance
Analyst, Portfolio Manager
Stephen Rosenthal, CFA
Analyst
Simon Shi, CFA
Analyst, Deputy Director of Research
Marina Sitsiuhina, CFA, CPA
Analyst
Todd Tosti, CFA
Analyst
Scott Ahn, CFA
Research Associate
Patrick Beetz, CFA
Research Associate
Mary Bracy
Managing Editor - Investment Communications
Laura Perry
Research Associate
 

Noah Schatzline
Research Associate

James VanLandingham
Research Associate
Ann Williams
Executive Assistant
 
 

Trading

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

Business Administration, Distribution & Client Services

 

Business Administration

Neda Yarich
President
Sarah Bertrand
General Counsel & Chief Compliance Officer
Rob Cullinan, CPA
Director of Financial Reporting & Accounting
Nicholas Schroeder
Deputy Counsel
Todd Heine
Director of Operations
Matt Flashenburg
Compliance Associate
Matt Kelly
Portfolio Control Specialist
Juan Licona
IT Manager

Alec Westaway
Investment Operations Specialist

Rachael Ortega, SHRM-CP
Human Resources Manager
Laura Eaton
Controller
 

Distribution & Client Services

Kassim Gaffar, CFA
Principal, Head of Distribution & Client Services
Tim Fitzgerald
Investor Relations
Julie Trajkovski
Investor Relations
Chris Lopez, CIMA®
Investor Relations
Sofiya Luzum
Investor Relations
Stephen Van Arsdale
Client Relations
Cody Kippenberger
Investor Relations Associate
Christina Jefferson
Executive Assistant
   

Marketing

John Braukman
Marketing Manager
Elliott Plotkin, CFA
Institutional Marketing Associate
Alaukika Vaishnav
Marketing Associate