Team

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.

Kay Bishnoi Photo

Kay Bishnoi Investment Analyst

Ryan Boyd Photo

Ryan Boyd Operations Manager

Gail Brunnet Photo

Gail Brunnet Operations Specialist

Allegra Cosgrave Photo

Allegra Cosgrave Business Development

Kathy Donaldson Photo

Kathy Donaldson Administrative/Marketing Coordinator

Scott Ellis Photo

Scott Ellis, CFA Investment Specialist

Chris Fanelli Photo

Chris Fanelli Managing Director, Business Development

James G. Faunce Photo

James Faunce, CFA Investment Specialist

Ethan Gobin Photo

Ethan Gobin Operations Analyst

Mark Heppenstall Photo

Mark Heppenstall, CFA Chief Investment Officer

Yiming Hong Photo

Yiming Hong Investment Analyst

Keith Huckerby Photo

Keith Huckerby President & Chief Marketing Officer

Justin Kaplan Photo

Justin Kaplan, CFA Investment Specialist

Yu Jin Kim Photo

Yu Jin Kim Compliance Manager

Jason Merrill Photo

Jason Merrill Investment Specialist

Andrew Minner Photo

Andrew Minner Operations Analyst

Genevieve Misnik Photo

Genevieve Misnik Associate Accounting Analyst

Hong Mu Photo

Hong Mu, CFA Investment Specialist

Priya Muddepal Photo

Priya Muddepal Information Technology Analyst

David O’Malley Photo

David O’Malley Chairman & Chief Executive Officer

Cathy Peller Photo

Cathy Peller Executive Assistant

Zhiwei Ren Photo

Zhiwei Ren, CFA Managing Director & Portfolio Manager

Jen Ripper Photo

Jen Ripper Investment Specialist

Victoria Robinson Photo

Victoria Robinson Chief Operating Officer & Chief Compliance & Risk Officer

Chuck Rong Photo

Chuck Rong Information Technology Manager

Angela Storey Photo

Angela Storey Fund Specialist

John Swarr Photo

John Swarr, CFA, ASA Investment Specialist

Tyler Thur Photo

Tyler Thur Treasurer & Controller

Tracy Vasger Photo

Tracy Vasger Operations Specialist

Kristin Vassalotti Photo

Kristin Vassalotti, CRPC® Marketing & Communications

Steven Viola Photo

Steven Viola Fund Treasurer

Debbi Warriner Photo

Debbi Warriner Compliance Analyst

David Williams Photo

David Williams Investment Accounting Specialist

Trevor Williams Photo

Trevor Williams, CFA, CAIA Managing Director & Portfolio Manager

Joon-Hui Yoon Photo

Joon-Hui Yoon, CFA, PhD Investment Analyst

Greg Zappin Photo

Greg Zappin, CFA Managing Director & Portfolio Manager

Wei Zhao Photo

Wei Zhao Compliance Manager

Steven Zhou Photo

Steven Zhou Investment Analyst

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