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
Qing Yang, CFA®, CMT®
Senior Investment Strategist
Remi Sampson, CFA
Director, Portfolio Consulting
Sam Warner
Portfolio Consultant
Sebastian Chaskel Steiner
Director, Philanthropic Services
Stephen Prinster
Sr. Director, Investment Operations
Taylor Mague
Portfolio Operations Specialist
Theresa Bedard
Manager, Portfolio Consultant
Tim Cengia
Sr. Portfolio Operations Specialist
Will Rockett, CFA®, MBA
Sr. Director of Investment Strategy
Alexis Ragus-Wines
Sr. Tax Manager
Amber Perez
Tax Operations Specialist
Amir Hernandez
Tax Support Specialist

