Org chart
Kristen Bauer
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Scott Butterfield
Chief Client Services Officer
Carla Wigen
COO
Ronald G. Albahary
Chief Investment Officer
John Goodwin
Chief Legacy Strategist
Justina Lai
Chief Impact Officer
Leslie Harrison
Associate General Counsel
Debra Wetherby
Managing Partner, Wetherby Asset Management
Sherry Lehmann
Managing Director, Human Resources
Erin Moyer
Managing Director, Marketing & Communications
Joseph Turner
Senior Director, Accounting
Simon Smundak
Senior Director, Manager Research
Robert Trinchet
Director, Information Technology
Kim Conaty
Director, Administrative Resource Group
Debra Smiley
Director, Client Services
Soula Stefanopoulos
Senior Content Manager & Writer
Ga-Hsin Lai
Senior Technical Program Manager
Michelle Reid
Payroll Manager
Fidya Njoo
Systems & Project Lead
Penny Bunch
Senior Fiduciary Analyst
Palak Kapur
Client Associate
Ria Wright
Business Development Manager
Jacki Badal
General Counsel & Corporate Secretary
Aaron Mirandon
Senior Investment Analyst
