Research & Portfolio Management
| David Iben, CFA Chief Investment Officer and Portfolio Manager |
Isabel Satra Principal, Analyst / Portfolio Manager |
| Mark McKinney, CFA Principal, Analyst / Portfolio Manager |
Simon Shi, CFA Deputy Director of Research |
| Stephen Rosenthal, CFA Analyst |
Lee Quaintance Analyst / Portfolio Manager |
| Alissa Corcoran, CFA Analyst |
Taylor McKenna, CFA Analyst |
| Marina Sitsiuhina, CPA Analyst |
Todd Tosti Analyst |
| Delaney Brown Senior Research Associate |
Darin Ostrowski Research Associate |
| Elliot Plotkin 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 |
| 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 |
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 |
| 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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| Lindsay Trensch Executive Assistant/Corporate Concierge |
Rebecca Walsh Executive Assistant & HR Representative |
| Christina Jefferson Executive Assistant |
Rachael Ortega Marketing Assistant |