Michael W. Anson
Partner, Chief Administrative Officer & Chief Compliance Officer
Sean R. Apgar
Partner, Co-Head of Portfolio & Wealth Advisory
Brett H. Barth
Co-CEO
Nicole C. Davis
Partner, Deputy Chief Operating Officer of Portfolio & Wealth Advisory
Scott M. Ehrlich
Partner, Chief Technology Officer
Michael S. Goldberg
Partner, Director of Portfolio & Wealth Advisory
Stephanie J. Gromek
Co-Managing Partner, Director of Portfolio & Wealth Advisory
Jennifer M. Joyce
Partner, Chief Operating Officer of Portfolio & Wealth Advisory
Steven R. Katz
Partner, Director of Portfolio & Wealth Advisory
Barry M. Klayman
Partner, Chief Operating Officer
Marc R. Koslowsky
Partner, Head of Investment Research
Darcy McFadyen
Partner, Head of Operations
Benjamin S. Metzger
Partner, Director of Portfolio & Wealth Advisory
Jonathan G. Miles
Partner, Deputy Chief Operating Officer and Head of Human Resources
Justin A. Molinaro
Partner, Director of Investment Research
Sarah E. Norris
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Chicago
William C. Page
Partner, Director of Investment Research
Justin R. Peterson
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Austin
Brandon S. Pick
Partner, Director of Investment Research
Steven D. Pressman
Partner, Co-Head of Portfolio & Wealth Advisory
Ryan K. Preston
Partner, Director of Portfolio & Wealth Advisory
Jennifer N. Ray
Partner, Head of Innovation
Evan M. Roth
Co-CEO
Sarah N. Rumph
Partner, Head of ESG, Director of Investment Research
Todd C. Whitenack
Co-Managing Partner, Director of Investment Research
Kevin M. Widmaier
Partner, Head of Portfolio Management
Matthew B. Austin
Director of Client Onboarding
Bradley R. Bernard
Director of Portfolio & Wealth Advisory
Liz R. Cillo
Director of Portfolio & Wealth Advisory
Douglas B. Cohen
Director of Operations & Project Management
Deanna H. Deutschman
Director of Portfolio & Wealth Advisory - Chicago
Stephanie M. Diamond
Director, Impact Driven Client Solutions
Kate E. Doherty
Director of Portfolio & Wealth Administration
Regina J. Gatti
Director of Talent Acquisition
Maya P. Han
Director of Portfolio & Wealth Administration
Stacy H. Hendler
Director of Portfolio & Wealth Advisory
Jonathan P. Hoffman
Director of Brand Development
Jerry Hsieh
Director of Fund Accounting
Jordan R. Karen
Director of Portfolio & Wealth Advisory
Maureen C. Keating
Director of Portfolio Operations
Cary M. Klivan
Director of Tax & Accounting
Kevin F. Mahon
Director of Portfolio & Wealth Advisory
Julie M. Melwani
Director, Head of HR
Gillian A. Minardi
Director of Portfolio & Wealth Administration
Anca Montuschi
Director of Portfolio & Wealth Administration
Rebecca Nachmani
Director of Finance & Controller
Julia A. Panchot
Director of Portfolio & Wealth Advisory
Robert G. Pierce
Director, Portfolio Strategist
Alan Raboy
Director of Finance, Chief Financial Officer
Justine E. Rocco
Director of Portfolio & Wealth Administration
Ryann A. Shure
Director of Human Resources
Matthew Shapiro
Director and General Counsel
Nicholas W. Squires
Director of Investment Research
Gazelle B. Summe
Director of Portfolio & Wealth Advisory
Konstantin K. Tatarinov
Director of Data Solutions
Sonia D. Thorne
Director of Portfolio & Wealth Administration
Daniel P. Turner
Director of Systems Development
Michael P. Wolson
Director of Portfolio & Wealth Advisory
Feroze H. Ansari
Vice President of Operations
Chris Attardo
Vice President of Data Solutions
Sarah B. Aurora
Vice President of Portfolio & Wealth Administration
Kevin M. Baren
Vice President of Operations
Carolyn J. Boling
Vice President of Portfolio & Wealth Advisory
Stephen P. Cain
Vice President of Portfolio & Wealth Advisory
David M. Choy
Vice President of Alternative Investment Administration and Accounting
Melody L. Clancy
Vice President of Portfolio & Wealth Administration
Michael D. Darosa
Vice President of Portfolio & Wealth Advisory
Matthew P. Devine
Vice President of Portfolio & Wealth Advisory
Neil L. Gladstone
Vice President of Systems Development
Ian G. Glinka
Vice President of Systems Development
Jay M. Gokhale
Vice President of Portfolio & Wealth Advisory
Jake M. Goldsmith
Vice President of Trading
Nehal Gupta
Vice President of Innovation
Matthew S. Herman
Vice President of Portfolio & Wealth Advisory
Sophie L. Holt
Vice President of Investment Research
Julia F. Howell
Vice President of Human Resources
Laura M. Ilkiw
Vice President of Learning and Development
Michael J. Ioannou
Vice President of Legal and Compliance
Kimberly L. Janicki
Vice President of Systems Development
Kerstin S. Krautbauer
Vice President of Compliance
Henry S. Lavieri
Vice President of Portfolio & Wealth Advisory
Eleonore “Ella” Lund-Simon
Vice President of Portfolio & Wealth Advisory
Katerina P. Margiotta
Vice President of Brand and Business Development
Emily O. Marinello
Vice President of Business Development
Michael J. Marino
Vice President of Alternative Investment Administration and Accounting
Matthew C. McCormack
Vice President of Data Solutions
Kristina M. McNamara
Vice President of Portfolio & Wealth Advisory
Christopher M. Melillo
Vice President of Portfolio & Wealth Advisory
Nikita R. Mutalik
Vice President of Portfolio & Wealth Advisory
Angela Y. Neller
Vice President of Trading
John P. Niles
Vice President of Portfolio & Wealth Advisory
Sean N. Pezza
Vice President of Portfolio & Wealth Advisory
Krystle C. Phelps
Vice President of Operations
Frank J. Pisani
Vice President of Operations and Project Management
Bridget A. Ryan
Vice President of Trading
Jacob A. Seide
Vice President of Portfolio & Wealth Advisory
Ari J. Shalit
Vice President of Portfolio & Wealth Advisory
Dylan T. Stroud
Vice President of Portfolio & Wealth Advisory
Denny J. Trice
Vice President of Systems Development
Yan Wang
Vice President of Portfolio & Wealth Administration
Staci L. Watson
Vice President, Portfolio & Wealth Advisory Admin Team Manager
Nelson Wu
Vice President of Information Technology