Destiny Collins
Client Service Specialist
Ian Smith
Client Service Specialist
Jonathan Davenport
Business Manager
Kathryn Freid
Service Operations Associate
Parker Montgomery
Assistant Account Manager
Rebecca Ehrhardt
Service Operations Associate
Rebekah Pusey
Client Service Specialist
Riley Baer
Client Service Specialist
Scott Berkson, AIF®
Operations Manager
Raul Palma
Regional Vice President
Dominique Langerman, MPA, CAP®
Regional Vice President, Endowments and Foundations
Saman Bigharaz
Regional Vice President
Susy Gibo
Sr. Client Development Associate
Aplavya (AZ) Gupta
Portfolio Manager
Judith Somera Campbell
Accounting Associate
Marianna Krasnoshtein
Director, Client Accounting
Tammy Gorokhov
Accounting Associate
Anna Dominique Mendoza
Tax Associate
Ashley Martinez
Tax Associate
Bessie Palacios
Sr. Tax Associate
