Our team is comprised of seasoned investment professionals with diverse disciplines. As an integrated and nimble organization, we employ a collaborative team approach that supports idea generation and decision-making.

Alyssa Bao Photo

Alyssa Bao Investment Analyst

Brendan Boken Photo

Brendan Boken Investment Analyst

Ryan Boyd Photo

Ryan Boyd Director of Operations

Jimmy Caraluzzi Photo

Jimmy Caraluzzi, CFA Investment Specialist

Juan M. Carracedo Photo

Juan M. Carracedo Investment Analyst

George J. Cipolloni III Photo

George J. Cipolloni III, CFA Portfolio Manager

Chris Comerford Photo

Chris Comerford Investment Accounting Analyst

Michael Cook Photo

Michael Cook Investment Analyst

Gina Derr Photo

Gina Derr Financial Analyst

Matt Dyer Photo

Matt Dyer Investment Analyst

Scott Ellis Photo

Scott Ellis, CFA Portfolio Manager

Chris Fanelli Photo

Chris Fanelli Managing Director, Business Development

James G. Faunce Photo

James Faunce, CFA Investment Specialist

Cathy Gloner Photo

Cathy Gloner Associate Chief Compliance Officer

Mark Heppenstall Photo

Mark Heppenstall, CFA President & Chief Investment Officer

Brett  Himmelein  Photo

Brett Himmelein Operations Analyst

Bay Hodge Photo

Bay Hodge Information Technology Analyst

Keith Huckerby Photo

Keith Huckerby Senior Managing Director & Chief Operating Officer

Dave Kurth Photo

Dave Kurth Compliance Manager

Andrew Minner Photo

Andrew Minner Operations Specialist

Hong Mu Photo

Hong Mu, CFA, FSA Portfolio Manager

Priya Muddepal Photo

Priya Muddepal Information Technology Specialist

Zhiwei Ren Photo

Zhiwei Ren, CFA Managing Director & Portfolio Manager

Jen Ripper Photo

Jen Ripper Investment Specialist

Victoria  Robinson Photo

Victoria Robinson Chief Compliance Officer

Jackie Rogowicz Photo

Jackie Rogowicz Investment Analyst

Chuck Rong Photo

Chuck Rong Director of Information Technology

Amanda Spear Photo

Amanda Spear Administrative/Marketing Coordinator

Angela Storey Photo

Angela Storey Fund Specialist

John Swarr Photo

John Swarr, CFA, ASA Investment Specialist

Tyler Thur Photo

Tyler Thur Chief Financial Officer

Tracy Vasger Photo

Tracy Vasger Operations Specialist

Kristin Vassalotti Photo

Kristin Vassalotti Marketing & Communications

Steven Viola Photo

Steven Viola Fund Treasurer

Matthew Weiss Photo

Matthew Weiss, CFA Security Valuation Specialist

Trevor Williams Photo

Trevor Williams, CFA, CAIA Managing Director & Portfolio Manager

Greg Zappin Photo

Greg Zappin, CFA Managing Director & Portfolio Manager