Our Team

Our Team




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
Stephen Rosenthal, CFA
Simon Shi, CFA
Analyst, Deputy Director of Research
Marina Sitsiuhina, CPA
Todd Tosti
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


Kenneth Morgan
Principal, Head of Global Trading
Erik Castro
Head of EMEA Trading
Joe Baik
Head of Asian Trading
Katie Kruse

Business Administration


Neda Yarich
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


Stephen Van Arsdale
Institutional Marketing Associate
John Braukman IV
Marketing Specialist

Distribution & Client Services


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