Our Team
Investments
Research & Portfolio Management
| David B. Iben, CFA Chief Investment Officer and Portfolio Manager |
Simon Shi, CFA Deputy Director of Research |
| Isabel Satra Principal, Analyst / Portfolio Manager |
Stephen Rosenthal, CFA Analyst |
| Mark McKinney, CFA Principal, Analyst / Portfolio Manager |
Taylor McKenna Analyst |
| Lee Quaintance Analyst / Portfolio Manager |
Alissa Corcoran, CFA Analyst |
| Todd Tosti Analyst |
Marina Sitsiuhina, CPA Analyst |
| Hailey Ferrara Research Associate |
Delaney Brown Senior Research Associate |
| Elliott Plotkin Research Associate |
Darin Ostrowski 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 Chief Compliance Officer and Counsel |
| Todd Heine Director of Operations |
Rob Cullinan, CPA Director of Financial Reporting & Accounting |
| Matt Kelly Portfolio Control Specialist |
Juan Licona I.T. Support |
| Larry Young, CFA Controller |
Marketing
| John W Braukman IV Marketing Specialist |
Stephen Van Arsdale Institutional Marketing Associate |
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 Zhovnovataya Investor Relations |
Chris Lopez, CIMA® Investor Relations |
| Steffen Beck Investor Relations Associate |
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Executive Assistants
| Lindsay Trensch Executive Assistant/Corporate Concierge |
Rebecca Walsh Executive Assistant & HR Representative |
| Christina Jefferson Executive Assistant |
Rachael Ortega Marketing Assistant |