Our Team

Investment Research

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
Taylor McKenna, CFA
Stephen Rosenthal, CFA
Simon Shi, CFA
Analyst & Deputy Director of Research
Marina Sitsiuhina, CFA, CPA
Todd Tosti, CFA
Scott Ahn, CFA
Research Associate
Laura Perry
Research Associate
Noah Schatzline
Research Associate
James VanLandingham, CFA
Research Associate
Mary Bracy
Managing Editor - Investment Communications
Ann Williams
Executive Assistant


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

Business Administration, Distribution & Client Services

Business Administration

Neda Yarich
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
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
Cody Kippenberger
Investor Relations Associate
Christina Jefferson
Executive Assistant


John Braukman
Marketing Manager
Elliott Plotkin, CFA
Institutional Marketing Associate
Alaukika Vaishnav
Marketing Associate