Leadership Team

Aimee Smith

Senior Human Resources Busines...

Andrew Jones

SVP, Business Development

Angela Selzer

VP, Operations

Aron Lenhoff

VP, Business Development

Bill Strait

EVP & General Counsel

Bill Tomko

EVP & Head of Fund Servicing

Bridget Reilly

VP, Management Company

Chris Cullison

SVP

Daniel Di Sorbo

Director, Treasury

David James

EVP & Chief Legal & Risk Offic...

Doug Rotondi

VP, Tax

Erin Whyman

SVP, Relationship Management

Evan Audette

EVP & COO, Private Fund Servic...

Frank Anduiza

EVP & Head of Private Fund Sal...

Frank Rainville

VP

Gary Harris

EVP & Head of Sales

Gary Tenkman

CEO

Heather Schwab

EVP, CHRO, SPHR

Ian Martin

EVP & Chief Administrative Off...

Jason Stevens

EVP & CTO

Jennifer Calabrese

Director

Jennifer Millenbaugh

VP & Senior Implementation Man...

Jessica Robertson

SVP

Joe Bree

SVP, Business Development

Joe Donlon

Director

Joe Scott

SVP

Joel Lieb

SVP, Relationship Management

Julie Wolters

VP, Operations

Kelly Ramsey Gooch

EVP & Client Relationship Offi...

Keri Reed

VP, Relationship Management

Kevin Wolf

EVP & Head of Fund Administrat...

Larie Lydick

VP, ETFs & Mutual Fund Service...

Lisa Householder

VP, Relationship Management

Magdalena Prorok

VP, Operations

Mark Seger

Vice Chairman & Co-Founder

Matt Miller

VP, Relationship Management & ...

Michael McGrail

VP

Michael Prendergast

SVP & ETF Senior Product Speci...

Mick Grunewald

SVP, Business Development

Natasha Derby

VP, Human Resources

Nick O’Connor

Director

Nickolaus Darsch

Managing Director, Business De...

Patrick Mulkern

SVP, Business Development

Richard Tyler

SVP

Ryan Lowe

VP, Investor & Treasury Servic...

Susan Hansen

SVP, Implementation & Client S...

Todd Heim

VP, Relationship Management Pr...

Tom DiEgidio

Senior Advisor, Ultimus LeverP...