Team of Experts


Executive Team

Glen A.

Chief Executive Officer, Chief Compliance Officer

Ned A.

President

Rachel M.

Chief Client Officer

Joe S.

Chief Operating Officer

Damon T.

Chief Business Development Officer

Clay M.

Chief Technology Officer


Investment

Robert M, Ph.D.

Managing Principal, Director of Compliance

Cathleen D

Financial and Operations Principal

Bud K

Senior Portfolio Analyst

Brad K

Senior Portfolio Analyst

Ryan K

Portfolio Analyst

Matt K

Portfolio Analyst


Management

Phoebe L.

VP of Financial Services

Tabitha W.

VP of Trust Services


Operations

Leslie H.

Operations Associate

Danette S.

Operations Associate

Melissa L.

Operations Associate

Talmage C

Operations Associate

Britny M.

Operations Associate

Cheri T.

Operations Associate

Cole M.

Operations Associate

Thena F.

Senior Project Specialist

Dan B.

Operations Associate

Caitlyn H.

Operations Associate

Amie P.

Facilities Specialist


Client Services

Robin W.

Client Services Associate

Anshirley M.

Client Services Associate

Viktoria W.

Client Services Associate


Compliance

Glen A.

Chief Executive Officer, Chief Compliance Officer

Robert M, Ph.D.

Managing Principal, Director of Compliance

Joe S.

Chief Operating Officer

Cathleen D.

Financial and Operations Principal


Legal

Lawrence E

Legal Counsel

George R

Legal Counsel

Scott H

Legal Counsel

Michele F

Legal Counsel


Trust Officers

Glen A

Senior Trust Officer

Ned A

Senior Trust Officer

Rachel M.

Chief Client Officer


Technology

Meji M

Senior Application Developer

Kevin L

Senior Application Developer

Bradlee M

Application Developer

Christian B

Application Developer

Mitt J

UI/UX Developer

Amy P.

QA