Research & Portfolio Management
|
David Iben, CFA
Chief Investment Officer and Lead Portfolio Manager |
|
|
Alissa Corcoran, CFA
Deputy CIO, Director of Research & Portfolio Manager |
Isabel Satra
Principal, Analyst & Portfolio Manager |
|
Lee Quaintance
Analyst & Portfolio Manager |
Taylor McKenna, CFA
Analyst |
|
Simon Shi, CFA
Analyst & Deputy Director of Research |
Scott Ahn, CFA
Research Associate |
|
Stephen Rosenthal, CFA
Analyst |
Noah Schatzline
Research Associate |
|
Todd Tosti, CFA
Analyst |
Zinuo (Scott) Wang
Research Associate |
|
Marina Sitsiuhina, CFA, CPA
Analyst |
James VanLandingham, CFA
Research Associate |
|
Patrick Beetz, CFA
Analyst |
Lyle Spitz
Research Associate |
|
Elliott Plotkin, CFA
Client Portfolio Manager |
Mary Bracy
Managing Editor - Investment Communications |
|
Matt Kelly
Portfolio Control Specialist |
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
|
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 |
Hazael Meza
Head of Information Technology Infrastructure |
|
Alec Westaway
Investment Operations Specialist |
Juan Licona
Information Technology Manager |
|
Laura A. Eaton
Controller |
Distribution & Client Services
|
Rob Owens
Head of Solutions & Investor Relations |
Chris Lopez, CIMA®
Investor Relations |
|
Julie Trajkovski
Investor Relations |
Sofiya Luzum
Investor Relations |
|
Tim Fitzgerald
Investor Relations |
Nick Geissler
Investor Relations Associate |
Executive Assistants
|
Ann Williams
Executive Assistant |
Christina Jefferson
Executive Assistant |
|
Courtney Hagar
Office Manager/Administrative Assistant |
Marketing
|
John Braukman
Marketing Manager |
Alaukika Vaishnav
Marketing Associate |
|
Laura Perry
Marketing Associate |
Strategy & International Distribution
|
Kassim Gaffar, CFA
Principal, Head of Strategy & Distribution |
Stephen Van Arsdale
Client Relations |