Our Team

Our Team

 

Investments

 

Research & Portfolio Management

David Iben, CFA
Chief Investment Officer and Lead Portfolio Manager
Mark McKinney, CFA
Principal, Analyst, Portfolio Manager
Isabel Satra
Principal, Analyst, Portfolio Manager
Alissa Corcoran, CFA
Analyst, Director of Research
Lee Quaintance
Analyst, Portfolio Manager
Taylor McKenna, CFA
Analyst
Stephen Rosenthal, CFA
Analyst
Simon Shi, CFA
Analyst, Deputy Director of Research
Marina Sitsiuhina, CPA
Analyst
Todd Tosti
Analyst
Elliot Plotkin
Research Associate
Darin Ostrowski
Research Associate
Ryan Bruce, CFA
Research Associate

Trading

Kenneth Morgan
Principal, Head of Global Trading
Erik Castro
Head of EMEA Trading
Joe Baik
Head of Asian Trading
Katie Kruse
Trader
   

Business Administration

 

Neda Yarich
President
Sarah Bertrand
Counsel & Chief Compliance Officer
Todd Heine
Director of Operations
Rob Cullinan, CPA
Director of Financial Reporting & Accounting
Larry Young, CFA
Controller/Proxy & Governance Lead
Matt Kelly
Portfolio Control Specialist
Matt Flashenburg
Compliance Associate
Juan Licona
IT Support
   

Marketing

Stephen Van Arsdale
Institutional Marketing Associate
John Braukman IV
Marketing Specialist
   

Distribution & Client Services

 

Kassim Gaffar, CFA
Principal, Head of Distribution & Client Services
Tim Fitzgerald
Institutional Investor Relations
Julie Trajkovski
Investor Relations
Jason Barger
Institutional Investor Relations
Sofiya Luzum
Investor Relations
Chris Lopez, CIMA®
Investor Relations
Steffen Beck
Investor Relations Associate
   

Executive Assistants

 

Lindsay Trensch
Executive Assistant/Corporate Concierge
 
Christina Jefferson
Executive Assistant
Rachael Ortega
Marketing Assistant