Our Team

Investment Research

Leadership

David Iben, CFA
Chief Investment Officer and Lead Portfolio Manager

Research & Portfolio Management

Alissa Corcoran, CFA
Deputy CIO, Director of Research & Portfolio Manager
Isabel Satra
Principal, Analyst & Portfolio Manager
Taylor McKenna, CFA
Analyst
Stephen Rosenthal, CFA
Analyst
Scott Ahn, CFA
Research Associate
Simon Shi, CFA
Analyst & Deputy Director of Research
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
Analyst & Portfolio Manager
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 Asian Trading
Erik Castro
Head of EMEA Trading
Katie Kruse
Trader

Business Administration, Distribution & Client Services

Business Administration

Neda Yarich
President
Sarah Bertrand
General Counsel & Chief Compliance Officer
Rob Cullinan, CPA
Director of Financial Reporting & Accounting
Nicholas Schroeder
Deputy Counsel
Laura A. Eaton
Controller
Matt Flashenburg
Compliance Associate
Todd Heine
Director of Operations
Juan Licona
Information Technology Manager
Alec Westaway
Investment Operations Specialist
Hazael Meza
Head of Information Technology Infrastructure

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 Associate
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