Alan L. Bazaar

Chief Executive Officer & Co-Chief Investment Officer

Philip Richter

President & Co-Chief Investment Officer

Phoebe Rubenstein

Chief of Staff

Timothy Whelan

Chief Development Officer

Robert McNerney

Director of Marketing

Carolyn Yun, CPA, CFP

Client Advisor

Andrea B. O’Neill

Managing Director

Madeline E. Fisher

Operations Manager & Marketing Coordinator

Cathy Gellatly

Accountant

Kelly Triolo

Operations Manager

Audrey Bader

Administrative Associate

Aubrey Kandell

Senior Accountant

Jordan Artope

Junior Research Analyst