Investment Team

John Clark, CFA

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Jeffrey Barman, CFA

Chief Investment Officer

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Marcia Haydel

Managing Director

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Frank Brenninkmeyer

Managing Director

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Jeffrey Reals

Managing Director

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Lawrence Rusoff, CFA

Managing Director

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James Tybur

Managing Director

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Keith Brocker, CFA

Vice President

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Matthew O’Loughlin, CFA

Vice President

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Kyle LaVecchia

Portfolio Associate

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Kenjo Maeji, CFA

Investment analyst

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Client Solutions

 
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Brian Ward

Head of Business Development & Consultant Relations

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Smita Dak

Head of Investor Relations

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TAYLOR HORTY

Associate Director, Business Development

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David Pierce

Associate Director, Business Development

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Operations Team

 
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Jon deKlerk

Chief Operating Officer

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Scott Koeber, CPA

Chief Financial Officer / Chief Compliance Officer

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Chris Millin, CPA

Senior Vice President, Finance

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Paul Schmitt, CFA

Senior Vice President, Operations

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Anita Windels

Director, Human Resources

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Chris Bach, CFA

Manager, Operations

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Cynthia Vozzo

Manager, Corporate Accounting

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Andrew Oberson

Senior Financial Associate

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Anthony Boyd

Financial Associate

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Andrew Snell, CPA

Financial Associate

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Gary Palomba

Financial Analyst

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Andrew Mellinger

Senior FINANCIAL ANALYST

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rafaela dos santos

FINANCIAL ANALYST

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Jackie Kadre

Private Markets Administrator

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Megan Will

Private Markets Administrator

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Wendy Rizzi

Receptionist/Office Assistant

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Senior Advisor

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michael mazzola

senior advisor

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