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
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