Operations

Keenan Bailey

Portfolio Manager

Laura Blackburn

Tax Manager

Tiffany Coleman

Tax Administrator

Jack Delaney

Chief Compliance Officer and In-house Counsel

Rebecca Garcia

Senior Reporting Analyst

Bree Gore

Client Service Associate

George Gouin

Chief Operating Officer and Managing Director of IT and Systems

John Irvine

Chief Technology Officer

Abby Kheri

Operations Associate

Tyler Krow

Technology Associate

Anita Nagdev

Tax Manager

Stefan Patchan

Senior Portfolio Manager and Investment Analyst of Research

Ariadne Pojedinec

Financial Planning Associate & Reporting Analyst

Shaye Pryor

Portfolio Manager

Robin Pylypko

Director of Administration

Sharon Rickett

Operations Associate

Ayveel Robinson

Senior Portfolio Manager

Mike Roethel

Corporate Controller

Mary Ellen Schuler-Brand

Director of Operations

John Walker

Receptionist

Amanda Warrington

Process Improvement Manager