David Romhilt

John Lynch

Vice President, Fiduciary Counsel

Michael Feinfeld Esq.

Vice President, Fiduciary Counsel

Benjamin Johnson

Partner, Head Of Portfolio Construction

Michelle Zeng Cfa

Head Of Marketable Investments And Operational Due Diligence

Dylan Wehrly

Investment Analyst Private Markets

Kevin Dawson

Associate, Investments

Evan Most

Vice President, Head Of Client Reporting & Analysis

Christopher Hopkins Caia

Vice President, Investments

Michael Sparico

Vice President | Family Office

Seth Katz

Partner, Head Of Investments

Isabelle Kane

Senior Associate

Haim Malka

VP, Planning Team