Research & Portfolio Management
David Iben, CFA
Chief Investment Officer and Lead Portfolio Manager |
|
Alissa Corcoran, CFA
Deputy CIO, Director of Research & Portfolio Manager |
Isabel Satra
Principal, Analyst & Portfolio Manager |
Lee Quaintance
Analyst & Portfolio Manager |
Patrick Beetz, CFA
Analyst |
Taylor McKenna, CFA
Analyst |
Stephen Rosenthal, CFA
Analyst |
Simon Shi, CFA
Analyst & Deputy Director of Research |
Marina Sitsiuhina, CFA, CPA
Analyst |
Todd Tosti, CFA
Analyst |
Elliott Plotkin, CFA
Client Portfolio Manager |
Scott Ahn, CFA
Research Associate |
Laura Perry
Research Associate |
Noah Schatzline
Research Associate |
James VanLandingham, CFA
Research Associate |
Zinuo Scott Wang
Research Associate |
Mary Bracy
Managing Editor - Investment Communications |
Ann Williams
Executive Assistant |
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
Neda Yarich
President |
|
Sarah Bertrand
General Counsel & Chief Compliance Officer |
Rob Cullinan, CPA
Director of Financial Reporting & Accounting |
Nicholas Schroeder
Deputy Counsel |
Todd Heine
Director of Operations |
Matt Flashenburg
Compliance Associate |
Matt Kelly
Portfolio Control Specialist |
Juan Licona
Information Technology Manager |
Alec Westaway
Investment Operations Specialist |
Rachael Ortega, SHRM-CP
Human Resources Manager |
Laura A. Eaton
Controller |
Courtney Hagar
Office Manager/Administrative Assistant |
Distribution & Client Services
Kassim Gaffar, CFA
Principal, Head of Distribution & Client Services |
Chris Lopez, CIMA®
Investor Relations |
Julie Trajkovski
Investor Relations |
Sofiya Luzum
Investor Relations |
Tim Fitzgerald
Investor Relations |
Stephen Van Arsdale
Client Relations |
Nick Geissler
Investor Relations Associate |
Christina Jefferson
Executive Assistant |
Marketing
John Braukman
Marketing Manager |
Alaukika Vaishnav
Marketing Associate |