Phil-Joseph Gellada
Sr. Tax Associate
Pia Wolfe
Tax Associate
Rouba Khzam
Sr. Tax Advisor
Sarah Bolen
Tax Manager
Stevan Downs
Sr. Manager, Tax Services
Steven Elliott
Tax Director
Tamara Ballensky, CPA®
Tax Manager
Thomas Gibbs
Tax Manager
Tom Lacock
Tax Manager
Tyler Matthews
Sr. Tax Associate
Vicky Joo
Tax Manager
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

