Leadership
|
David Iben, CFA
Founder, Co-Chief Investment Officer & Lead Portfolio Manager |
Research & Portfolio Management
|
Alissa Corcoran, CFA
Co-Chief Investment Officer, Director of Research & Portfolio Manager |
|
|
Isabel Satra
Principal, Chief Financial Officer, Portfolio Manager & Analyst |
Taylor McKenna, CFA
Analyst |
|
Stephen Rosenthal, CFA
Analyst |
Scott Ahn, CFA
Senior Research Associate |
|
Simon Shi, CFA
Deputy Director of Research & Analyst |
Noah Schatzline
Research Associate |
|
Todd Tosti, CFA
Analyst |
Zinuo (Scott) Wang
Research Associate |
|
Marina Sitsiuhina, CFA, CPA
Analyst |
James VanLandingham, CFA
Research Associate |
|
Lee Quaintance
Portfolio Manager & Analyst |
Lyle Spitz
Research Associate |
|
Patrick Beetz, CFA
Analyst |
Elliott Plotkin, CFA
Client Portfolio Manager |
|
Mary Bracy
Managing Editor - Investment Communications |
Matt Kelly
Portfolio Control Specialist |
Trading
|
Kenneth Morgan
Principal, Head of Global Trading |
Joe Baik
Head of Asia Trading |
|
Erik Castro
Head of EMEA Trading |
Katie Kruse
Trader |
Business Administration
|
Neda Yarich
President |
|
|
Sarah Bertrand
General Counsel & Chief Compliance Officer |
Rob Cullinan, CPA
Director of Financial Reporting & Accounting |
|
Nicholas Schroeder
Associate General Counsel |
Laura A. Eaton
Controller |
|
Matt Flashenburg
Compliance Specialist |
Todd Heine
Director of Operations |
|
Glori Almanzar
Human Resources Manager |
Alec Westaway
Investment Operations Specialist |
|
Hazael Meza
Head of Information Technology Infrastructure |
Juan Licona
Information Technology Manager |
Investor Relations & Solutions
|
Rob Owens
Head of Solutions & Investor Relations |
Chris Lopez, CIMA®
Investor Relations |
|
Julie Trajkovski
Investor Relations |
Sofiya Luzum
Investor Relations |
|
Tim Fitzgerald
Investor Relations |
Nick Geissler
Investor Relations Associate |
Marketing
|
John Braukman
Marketing Manager |
Alaukika Vaishnav
Marketing Specialist |
|
Laura Perry
Marketing Associate |
Strategy & International Distribution
|
Kassim Gaffar, CFA
Principal, Head of Strategy & Distribution |
Stephen Van Arsdale
Client Relations |
Executive Assistants
|
Christina Jefferson
Executive Assistant |
Ann Williams
Executive Assistant |
|
Courtney Hagar
Office Manager/Administrative Assistant |