Xin Zhu
Tax Manager
Yesenia Ramirez
Sr. Tax Associate
Yuliia Das
Sr. Tax Associate
Amber Murphy
Senior Investment Strategist
Amy Ganz
Director, Investment Governance & Strategic Engagement
Andrea Shieh, CFP®, CIMA
Sr. Investment Strategist
Austin Burks, CFA®
Sr. Portfolio Manager
Austin Litvak, CFA, CFP®, CAIA®, CBE®
Director, Investment Research
Brett Thomas
Research Manager
Camille McCalla, MS
Portfolio Consultant
Cathy Hoang
Lead Portfolio Operations Specialist
Craig Weidenfeller
Portfolio Operations Manager
Daniel Maurer
Lead Trader
David Krakauer, CFA®, CRPS®
Vice President, Portfolio Management
David Simpson, CFP®, CFA®
Sr. Investment Strategist
Greg Alger
Unique Asset Manager
Henry Lao, CFA
Vice President, Investments
John Lee
Senior Portfolio Accounting Specialist
Jonathan Gossens, CFA®
Sr. Investment Strategist
Liliana Huerta
Portfolio Operations Specialist

