Our Team

Our Team

 

Investments

 

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
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
   

Business Administration

 

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
   

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
   

Executive Assistants

 

Lindsay Trensch
Executive Assistant/Corporate Concierge
Rebecca Walsh
Executive Assistant & HR Representative
Christina Jefferson
Executive Assistant
Rachael Ortega
Marketing Assistant