Adam N. Phillips Cfa, Caia, Cfp®

Managing Director, Investments

Armando Herrera

Associate Portfolio Manager

Daiana K.

Associate Director Of Fixed Income Research

Natalia Amato

Manager - Equity Fund Due Diligence

Riley Scott

Associate Portfolio Manager

Steven Franco

Associate Portfolio Manager II

Alexander Park

Portfolio Strategy Associate

Alfonso Rodriguez

Associate Director - Alternative Investment Research

Dianne Johnson

Tax Administrator

Isaias Reyes

Staff Accountant

Janeth Trejo

Senior Accountant

Mark Giese Cpa

Controller

Cpa/Pfs Therese Dayrit Tippie Mbt

Tax Director

Jilda B.

Senior Partnership Integration Associate

Mike Madden

IT Manager, Infrastructure And Service Delivery

Andrew Cheng

Sr. Financial Analyst

Jordan Loo

Senior Data Operations Associate

Tyler Burke

Operations Manager

Vina Qui-Huong Nguyen

Senior Associate, Data Analytics

Brian Parker

Managing Director

Trevor Bush

Vice President

Elmer Guerra Jr

Investment Operations Associate

Guy Anderson

Investment Operations

Kaelyn Bruno

Senior Operations Associate

Lynette Lopez

Operations Specialist

Ross Bernstein

Operations Manager

Cfp® Derek Holman Aif®

Managing Director

Richard Tarroza

Head Trader

Karen Chan

Associate Director Of Investment Operations

Ben Widders

Vice President

Jessie Tisdale

Client Relationship Associate

Jose Lopez

Wealth Advisor

Kasey Kishiyama Mba, Capm®

Senior Client Relationship Associate

Kim Hedlund

Client Relationship Associate

Luis Bribiesca

Sr. Client Relationship Associate

Henry Gabriel Silva

Senior Marketing Coordinator

Nicolas Moore

Communications Coordinator

Alan Berkshire

Chief Administrative Officer & General Counsel

Germana Moura

Compliance Analyst

Deysi Monti

Associate Director

Fernando Reyes

Wealth Advisor

Megan Glover

Chief People Officer

Erin Moriarty

Associate Portfolio Manager