
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