Research & Portfolio Management
| David Iben, CFA Chief Investment Officer and Lead Portfolio Manager |
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| 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 |
Ryan Bruce, CFA Research Associate |
| Laura Perry 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
| Neda Yarich President |
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| 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 |
Larry Young, CFA Controller / Proxy & Governance Lead |
| Matt Kelly Portfolio Control Specialist |
Alec Westaway |
| Rachael Ortega, SHRM-CP Human Resources Manager |
Juan Licona IT Manager |
| Laura Eaton Office Manager/Administrative Assistant |
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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 |
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Marketing
| John Braukman Marketing Manager |
Elliott Plotkin, CFA Institutional Marketing Associate |
| Alaukika Vaishnav Marketing Associate |
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