Jack Hounsell
Portfolio Consultant
Jason Bivin
Portfolio Consultant
Joel Sciabarrasi
Product Manager, Investment Platform
Jonathan Gossens, CFA®
Sr. Investment Strategist
Judith Somera Campbell
Accounting Associate
Kevin Moriarty, CFA®
Investment Specialist
Liliana Huerta
Portfolio Operations Specialist
Marianna Krasnoshtein
Director, Client Accounting
Nick Henry
Portfolio Consultant
Remi Sampson, CFA®
Director, Portfolio Consulting
Sam Warner
Portfolio Consultant
Sebastian Chaskel
Director, Philanthropic Services
Tammy Gorokhov
Accounting Associate
Taylor Mague
Portfolio Operations Specialist
Will Rockett, CFA®, MBA
Sr. Director of Investment Strategy
Abderazak ‘Zak’ Merzougui
Tax Associate
Ahrianna Dreiling, CPA
Sr. Tax Associate
Alexis Ragus-Wines, CPA, MST
Sr. Tax Manager
Andre Valdez
Sr. Tax Associate
Andrew Caceres, CPA
Sr. Manager, Tax Services
