Team of Experts


Executive Team

Glen A.

Chief Executive Officer, Chief Compliance Officer

Ned A.

President

Rachel M.

Chief Customer Officer

Joe S.

Chief Operations Officer

Clay M.

Chief Technology Officer


Investment

Robert M, Ph.D.

Managing Principal, Director of Compliance

Cathleen D.

Financial and Operations Principal

Bud K.

Senior Portfolio Analyst

Brad K.

Senior Portfolio Analyst

Ryan K.

Portfolio Analyst

Matt K.

Portfolio Analyst


Management

Phoebe L.

VP of Financial Services

Tabitha W.

VP of Trust Services

Thena F.

VP Of Trust Ops


Client Services

Robin W.

Client Services Associate

Mariya K.

Client Services Associate


Operations

Lauren C.

Operations Associate

Leslie H.

Operations Associate

Danette S.

Operations Associate

Melissa L.

Operations Associate

Julie F.

Operations Associate

Dan B.

Operations Associate

Britny M.

Operations Associate


Compliance

Glen A.

Chief Executive Officer, Chief Compliance Officer

Robert M, Ph.D.

Managing Principal, Director of Compliance

Cathleen D.

Financial and Operations Principal

Phoebe L.

VP of Financial Services


Legal

Lawrence E.

Legal Counsel

George R.

Legal Counsel

Scott H.

Legal Counsel

Michele F.

Legal Counsel


Trust Officers

Glen A.

Senior Trust Officer

Ned A.

Senior Trust Officer

Rachel M.

Trust Officer


Technology

Meji M.

Senior Application Developer

Kevin L.

Senior Application Developer

Bradlee M.

Application Developer

Christian B.

Application Developer

Mitt J.

UI/UX Developer

Amy P.

QA