Michael W. Anson

Partner, Chief Administrative Officer & Chief Compliance Officer

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Sean R. Apgar

Partner, Co-Head of Portfolio & Wealth Advisory

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Brett H. Barth

Co-CEO

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Nicole C. Davis

Partner, Deputy Chief Operating Officer of Portfolio & Wealth Advisory

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Scott M. Ehrlich

Partner, Chief Technology Officer

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Michael S. Goldberg

Partner, Director of Portfolio & Wealth Advisory

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Stephanie J. Gromek

Co-Managing Partner, Director of Portfolio & Wealth Advisory

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Jennifer M. Joyce

Partner, Chief Operating Officer of Portfolio & Wealth Advisory

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Steven R. Katz

Partner, Director of Portfolio & Wealth Advisory

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Barry M. Klayman

Partner, Chief Operating Officer

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Marc R. Koslowsky

Partner, Head of Investment Research

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Darcy McFadyen

Partner, Head of Operations

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Benjamin S. Metzger

Partner, Director of Portfolio & Wealth Advisory

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Jonathan G. Miles

Partner, Deputy Chief Operating Officer and Head of Human Resources

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Justin A. Molinaro

Partner, Director of Investment Research

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Sarah E. Norris 

Partner, Director of Portfolio & Wealth Advisory and Head of BBR Chicago

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William C. Page

Partner, Director of Investment Research

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Justin R. Peterson

Partner, Director of Portfolio & Wealth Advisory and Head of BBR Austin

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Brandon S. Pick

Partner, Director of Investment Research

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Steven D. Pressman

Partner, Co-Head of Portfolio & Wealth Advisory

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Ryan K. Preston

Partner, Director of Portfolio & Wealth Advisory

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Jennifer N. Ray

Partner, Head of Innovation

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Evan M. Roth

Co-CEO

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Sarah N. Rumph

Partner, Head of ESG, Director of Investment Research

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Todd C. Whitenack

Co-Managing Partner, Director of Investment Research

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Kevin M. Widmaier

Partner, Head of Portfolio Management

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Matthew B. Austin

Director of Client Onboarding

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Bradley R. Bernard

Director of Portfolio & Wealth Advisory

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Liz R. Cillo

Director of Portfolio & Wealth Advisory

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Douglas B. Cohen

Director of Operations & Project Management

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Deanna H. Deutschman

Director of Portfolio & Wealth Advisory - Chicago

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Stephanie M. Diamond

Director, Impact Driven Client Solutions

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Kate E. Doherty

Director of Portfolio & Wealth Administration

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Regina J. Gatti

Director of Talent Acquisition

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Maya P. Han

Director of Portfolio & Wealth Administration

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Jonathan P. Hoffman

Director of Brand Development

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Jerry Hsieh

Director of Fund Accounting

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Jordan R. Karen

Director of Portfolio & Wealth Advisory

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Maureen C. Keating

Director of Portfolio Operations

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Cary M. Klivan

Director of Tax & Accounting

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Kevin F. Mahon

Director of Portfolio & Wealth Advisory

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Gillian A. Minardi

Director of Portfolio & Wealth Administration

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Anca Montuschi

Director of Portfolio & Wealth Administration

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Rebecca Nachmani

Director of Finance & Controller

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Julia A. Panchot

Director of Portfolio & Wealth Advisory

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Alan Raboy

Director of Finance, Chief Financial Officer

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Justine E. Rocco

Director of Portfolio & Wealth Administration

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Megan A. Schwinger

Director of Portfolio & Wealth Advisory

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Ryann A. Shure

Director of Human Resources

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Matthew Shapiro

Director and General Counsel

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Nicholas W. Squires

Director of Investment Research

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Gazelle B. Summe

Director of Portfolio & Wealth Advisory

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Konstantin K. Tatarinov

Director of Data Solutions

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Sonia D. Thorne

Director of Portfolio & Wealth Administration

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Daniel P. Turner

Director of Systems Development

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Michael P. Wolson

Director of Portfolio & Wealth Advisory

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Feroze H. Ansari

Vice President of Operations

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Chris Attardo

Vice President of Data Solutions

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Sarah B. Aurora

Vice President of Portfolio & Wealth Administration

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Kevin M. Baren

Vice President of Operations

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Kerry A. Black

Vice President, Investment Research Senior Executive Assistant

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Stephen P. Cain

Vice President of Portfolio & Wealth Advisory

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David M. Choy

Vice President of Alternative Investment Administration and Accounting

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Melody L. Clancy

Vice President of Portfolio & Wealth Administration

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Michael D. Darosa

Vice President of Portfolio & Wealth Advisory

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Matthew P. Devine

Vice President of Portfolio & Wealth Advisory

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Neil L. Gladstone

Vice President of Systems Development

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Ian G. Glinka

Vice President of Systems Development

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Jay M. Gokhale

Vice President of Portfolio & Wealth Advisory

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Jake M. Goldsmith

Vice President of Trading

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Nehal Gupta

Vice President of Innovation

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Matthew S. Herman

Vice President of Portfolio & Wealth Advisory

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Sophie L. Holt

Vice President of Investment Research

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Julia F. Howell

Vice President of Human Resources

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Laura M. Ilkiw

Vice President of Learning and Development

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Michael J. Ioannou

Vice President of Legal and Compliance

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Kimberly L. Janicki

Vice President of Systems Development

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Kerstin S. Krautbauer

Vice President of Compliance

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Henry S. Lavieri

Vice President of Portfolio & Wealth Advisory

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Eleonore “Ella” Lund-Simon

Vice President of Portfolio & Wealth Advisory

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Katerina P. Margiotta

Vice President of Brand and Business Development

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Emily O. Marinello

Vice President of Business Development

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Michael J. Marino

Vice President of Alternative Investment Administration and Accounting

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Matthew C. McCormack

Vice President of Data Solutions

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Kristina M. McNamara

Vice President of Portfolio & Wealth Advisory

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Christopher M. Melillo

Vice President of Portfolio & Wealth Advisory

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Nikita R. Mutalik

Vice President of Portfolio & Wealth Advisory

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Angela Y. Neller

Vice President of Trading

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John P. Niles

Vice President of Portfolio & Wealth Advisory

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Jenny O’Donnell

Vice President of Corporate Services and Office Management

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Sean N. Pezza

Vice President of Portfolio & Wealth Advisory

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Krystle C. Phelps

Vice President of Operations

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Frank J. Pisani

Vice President of Operations and Project Management

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Bridget A. Ryan

Vice President of Trading

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Carolyn J. Schnackenberg

Vice President of Portfolio & Wealth Advisory

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Jacob A. Seide

Vice President of Portfolio & Wealth Advisory

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Ari J. Shalit

Vice President of Portfolio & Wealth Advisory

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Dylan T. Stroud

Vice President of Portfolio & Wealth Advisory

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Denny J. Trice

Vice President of Systems Development

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Yan Wang

Vice President of Portfolio & Wealth Administration

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Staci L. Watson

Vice President, Portfolio & Wealth Advisory Admin Team Manager

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Nelson Wu

Vice President of Information Technology

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