Our Team

Our Team

 

Investment Research

 

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, CFA, CPA
Analyst
Todd Tosti, CFA
Analyst
Patrick Beetz, CFA
Research Associate
Ryan Bruce, CFA
Research Associate
Darin Ostrowski, CFA
Research Associate
Laura Perry
Research Associate
Ann Williams
Executive Assistant
Mary Bracy
Investment Communications and Research Assistant

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, Distribution & Client Services

 

Business Administration

Neda Yarich
President
Sarah Bertrand
Counsel & Chief Compliance Officer
Rob Cullinan, CPA
Director of Financial Reporting & Accounting
Matt Flashenburg
Compliance Associate
Todd Heine
Director of Operations
Matt Kelly
Portfolio Control Specialist
Juan Licona
IT Manager
Rachael Ortega
Human Resources Associate
Larry Young, CFA
Controller / Proxy & Governance Lead
Lindsay Trensch
Executive Assistant / Corporate Concierge
   

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
Steffen Beck
Investor Relations Associate
Cody Kippenberger
Investor Relations Associate
Christina Jefferson
Executive Assistant
   

Marketing

John Braukman
Marketing Manager
Elliott Plotkin
Institutional Marketing Associate
Alaukika Vaishnav
Marketing Associate