Investment Team
John Clark, CFA
President
Jeffrey Barman, CFA
Chief Investment Officer
Marcia Haydel
Managing Director
Frank Brenninkmeyer
Managing Director
Jeffrey Reals
Managing Director
Lawrence Rusoff, CFA
Managing Director
James Tybur
Managing Director
Keith Brocker, CFA
Vice President
Matthew O’Loughlin, CFA
Vice President
Kyle LaVecchia
Portfolio Associate
Kenjo Maeji, CFA
Investment analyst
Client Solutions
Brian Ward
Head of Business Development & Consultant Relations
Smita Dak
Head of Investor Relations
TAYLOR HORTY
Associate Director, Business Development
David Pierce
Associate Director, Business Development
Operations Team
Jon deKlerk
Chief Operating Officer
Scott Koeber, CPA
Chief Financial Officer / Chief Compliance Officer
Chris Millin, CPA
Senior Vice President, Finance
Paul Schmitt, CFA
Senior Vice President, Operations
Anita Windels
Director, Human Resources and administration
Jaime McPhee
Director, Compliance and Senior In-House Counsel
Chris Bach, CFA
Manager, Operations
Cynthia Vozzo
Manager, Corporate Accounting
Andrew Oberson
Senior Financial Associate
Anthony Boyd
Financial Associate
Andrew Snell, CPA
Financial Associate
Gary Palomba
Financial Analyst
Andrew Mellinger
Senior FINANCIAL ANALYST
rafaela dos santos
Junior FINANCIAL ANALYST
Jackie Kadre
Private Markets Administrator
Megan Will
Private Markets Administrator
Wendy Rizzi
Receptionist/Office Assistant
Senior Advisor
michael mazzola
senior advisor