Research & Portfolio Management
| David Iben, CFA Chief Investment Officer and Lead Portfolio Manager |
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| 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, CFA Research Associate |
Ryan Bruce, CFA Research Associate |
| Patrick Beetz, CFA Research Associate |
Mary Bracy Investment Communications and Research Assistant |
| Ann Williams Executive Assistant |
Trading
| Kenneth Morgan Principal, Head of Global Trading |
Erik Castro Head of EMEA Trading |
| Joe Baik Head of Asian Trading |
Katie Kruse Trader |
| 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 Manager |
| Rachael Ortega Human Resources Associate |
Lindsay Trensch Executive Assistant/Corporate Concierge |
Marketing
| Stephen Van Arsdale Institutional Marketing Associate |
John Braukman IV Marketing Specialist |
| Kassim Gaffar, CFA Principal, Head of Distribution & Client Services |
Tim Fitzgerald Institutional Investor Relations |
| Julie Trajkovski Investor Relations |
Chris Lopez, CIMA® Investor Relations |
| Sofiya Luzum Investor Relations |
Steffen Beck Investor Relations Associate |
| Christina Jefferson Executive Assistant |
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