Team

A team in the prime of their careers.

We hold ourselves to high standards. Through a rigorous hiring process, we select a smart, entrepreneurial team that works together to serve our clients.

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Directors

Michael W. Anson

Partner, Head of Client Administration & Compliance, Chief Compliance Officer

Sean R. Apgar

Partner, Director of Portfolio & Wealth Advisory

Brett H. Barth

Managing Partner, Director of Investment Research

Arthur E. Black

Managing Partner, Director of Portfolio & Wealth Advisory

Michael S. Goldberg

Partner, Director of Portfolio & Wealth Advisory

Stephanie J. Gromek

Partner, Head of Portfolio & Wealth Advisory

Jennifer M. Joyce

Director of Client Administration & Compliance

Steven R. Katz

Partner, Director of Portfolio & Wealth Advisory

Cary M. Klivan

Head of Business Administration, Chief Operating Officer

Michael P. McCaffery

Director of Alternative Investment Administration & Accounting

Ryan A. McDermott

Director of Portfolio & Wealth Advisory

Jonathan G. Miles

Director of Human Resources

Pamela N. Perskie

Director of Portfolio & Wealth Advisory

Steven D. Pressman

Director of Portfolio & Wealth Advisory

Ryan K. Preston

Director of Portfolio & Wealth Advisory

Evan M. Roth

Managing Partner, Director of Portfolio & Wealth Advisory

Todd C. Whitenack

Partner, Head of Investment Research

Vice Presidents

Lindsay B. Boldt

Vice President

Douglas B. Cohen

Vice President

Sarah L. Coyne

Vice President

David A. Dickman

Vice President

Scott M. Ehrlich

Vice President

Andrew D. Eimer

Vice President

Gillian A. Fleck

Vice President

Emily E. Glassman

Vice President

Gabriel A. Hines

Vice President

Benjamin S. Metzger

Vice President

Jennifer B. Nelson

Vice President

Sarah E. Nelson

Vice President

Nicholas A. Paccone

Vice President

William C. Page

Vice President

Justin R. Peterson

Vice President

Andrea M. Pope

Vice President

Jennifer L. Tavares

Vice President