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 Investment Analyst
Ryan Boyd Operations Manager
Gail Brunnet Operations Specialist
Allegra Cosgrave Business Development
Kathy Donaldson Administrative/Marketing Coordinator
Scott Ellis, CFA Investment Specialist
Chris Fanelli Managing Director, Business Development
James Faunce, CFA Investment Specialist
Ethan Gobin Operations Analyst
Mark Heppenstall, CFA Chief Investment Officer
Yiming Hong Investment Analyst
Keith Huckerby President & Chief Marketing Officer
Justin Kaplan, CFA Investment Specialist
Yu Jin Kim Compliance Manager
Jason Merrill Investment Specialist
Andrew Minner Operations Analyst
Genevieve Misnik Associate Accounting Analyst
Hong Mu, CFA Investment Specialist
Priya Muddepal Information Technology Analyst
David O’Malley Chairman & Chief Executive Officer
Cathy Peller Executive Assistant
Zhiwei Ren, CFA Managing Director & Portfolio Manager
Jen Ripper Investment Specialist
Victoria Robinson Chief Operating Officer & Chief Compliance & Risk Officer
Chuck Rong Information Technology Manager
Angela Storey Fund Specialist
John Swarr, CFA, ASA Investment Specialist
Tyler Thur Treasurer & Controller
Tracy Vasger Operations Specialist
Kristin Vassalotti, CRPC® Marketing & Communications
Steven Viola Fund Treasurer
Debbi Warriner Compliance Analyst
David Williams Investment Accounting Specialist
Trevor Williams, CFA, CAIA Managing Director & Portfolio Manager
Joon-Hui Yoon, CFA, PhD Investment Analyst
Greg Zappin, CFA Managing Director & Portfolio Manager
Wei Zhao Compliance Manager
Steven Zhou Investment Analyst