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
Lindsay O’Toole
SVP, Investment Platform Operations
Michael Uyemura
Sr. Research Manager
Mike Hewel, CETF
Director, Trading
Mitchell Windemuller
Lead Trader
Paul Seigle
Research Manager

