SALES/CLIENT SERVICE
ADMINISTRATION
PORTFOLIO MANAGEMENT
Mark Cone*
Chief Marketing Officer
Executive Vice President
Gracie Fermelia*
Chief Operating Officer
Chief Compliance Officer
Harry Hartford*
President
Head of Fundamental Research
Portfolio Manager
Sarah Ketterer*
Chief Executive Officer
Portfolio Manager
Paul O'Grady
Director of National Accounts
Eric Crabtree
Chief Client Service Officer
Turner Swan
General Counsel
Compliance Officer
Richard Ingram
Head Trader
Jonathan Eng
Portfolio Manager
Arjun Jayaraman
Head of Quantitative Research
Portfolio Manager
Jerry MacDonald
Director of Sales
Sarah Van Ness
Relationship Manager
Gretchen Corbell
Associate Attorney
Steve Kinomoto
Trader
James Doyle
Portfolio Manager
Duff Kuhnert
Portfolio Manager
Kevin Moutes
Product Manager
Lindsay Tenenbaum
Sr. Client Reporting Associate
Mindy Yu
Associate Attorney
Pete Petersen
Head of Technology
Kevin Durkin
Portfolio Manager
Joe Gubler
Research Associate
Jason Betley
Director of Sales
Joy Scarola
Client Service Associate
Nicolas Chang
Compliance Manager
Steve Cooper
Technology
Conor Muldoon
Portfolio Manager
Seung Han
Research Associate
Preston Patton
Director of Sales
David Hissey
East Coast Sales Associate
McKenzie Stuckman
West Coast Internal Sales
Teddy Levitt
Southern Internal Sales
*Operating Committee Member
Kevin Hu
Compliance Specialist
Jamie Rochon
Human Resources
Daniel Pham
Controller
Keisha Moore
Head of Operations
Jason Aiello
Operations
Carolyn Jessie
Operations
Katie Tran
Operations
James Villaroman
Operations
Kumar Mahadeva
Technology
Taline Hagopian
Technology
Foster Corwith
Portfolio Manager
Alessandro Valentini
Portfolio Manager
Ellen Lee
Research Associate
James Pak
Research Associate
Andrew Ralph
Research Associate
Steven Nguyen
Research Associate
Fusheng Li
Research Associate