Research & Portfolio Management
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David Iben, CFA
Chief Investment Officer and Lead Portfolio Manager |
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Alissa Corcoran, CFA
Deputy CIO, Director of Research & Portfolio Manager |
Isabel Satra
Principal, Analyst & Portfolio Manager |
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Lee Quaintance
Analyst & Portfolio Manager |
Patrick Beetz, CFA
Analyst |
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Taylor McKenna, CFA
Analyst |
Stephen Rosenthal, CFA
Analyst |
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Simon Shi, CFA
Analyst & Deputy Director of Research |
Marina Sitsiuhina, CFA, CPA
Analyst |
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Todd Tosti, CFA
Analyst |
Elliott Plotkin, CFA
Client Portfolio Manager |
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Scott Ahn, CFA
Research Associate |
Laura Perry
Research Associate |
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Noah Schatzline
Research Associate |
James VanLandingham, CFA
Research Associate |
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Zinuo (Scott) Wang
Research Associate |
Mary Bracy
Managing Editor - Investment Communications |
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Ann Williams
Executive Assistant |
Trading
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Kenneth Morgan
Principal, Head of Global Trading |
Joe Baik
Head of Asian Trading |
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Erik Castro
Head of EMEA Trading |
Katie Kruse
Trader |
Business Administration
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Neda Yarich
President |
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Sarah Bertrand
General Counsel & Chief Compliance Officer |
Rob Cullinan, CPA
Director of Financial Reporting & Accounting |
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Nicholas Schroeder
Deputy Counsel |
Todd Heine
Director of Operations |
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Matt Flashenburg
Compliance Associate |
Matt Kelly
Portfolio Control Specialist |
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Juan Licona
Information Technology Manager |
Alec Westaway
Investment Operations Specialist |
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Rachael Ortega, SHRM-CP
Human Resources Manager |
Laura A. Eaton
Controller |
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Courtney Hagar
Office Manager/Administrative Assistant |
Distribution & Client Services
|
Kassim Gaffar, CFA
Principal, Head of Strategy & Distribution |
Chris Lopez, CIMA®
Investor Relations |
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Julie Trajkovski
Investor Relations |
Sofiya Luzum
Investor Relations |
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Tim Fitzgerald
Investor Relations |
Stephen Van Arsdale
Client Relations |
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Nick Geissler
Investor Relations Associate |
Christina Jefferson
Executive Assistant |
Marketing
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John Braukman
Marketing Manager |
Alaukika Vaishnav
Marketing Associate |
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Katherine Wilkie
Marketing Associate |