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Research
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Executive Team
Private Client Team
Institutional Team
Research
Marketing
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Jason Doyle
Associate Consultant and Co-Director of Research
Claudelle Géhy
Senior Investment Consultant and Director of ESG Research
Scott George
Co-Chief Executive Officer, Co-Chief Investment Officer, and President
Mark Haynes
Director of Complex Portfolios and Investment Consultant
Derek Lesnak
Associate Investment Consultant and Senior Investment Analyst of Research
Stefan Patchan
Senior Portfolio Manager and Investment Analyst of Research
Thomas Pudner
Co-Chief Investment Officer and Co-Director of Research
About Us
Company Overview
Our Team
Awards & Recognition
Giving Back
Careers
Who We Serve
Private Clients
Clients We Serve
Women of Wealth Initiative
Financial Planning
Investment Management
Institutions
Institutions We Serve
Investment Approach
Consulting Services
Outsourced Chief Investment Officer
News & Insights
News
Insights
Events & Webinars
Reports & Resources
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Charles Schwab Client Portal
Pershing Client Portal
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