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
Attorney
Steve Kinomoto
Trader
James Doyle
Portfolio Manager
Duff Kuhnert
Portfolio Manager
Kevin Moutes
Director, Project Mgmt
Lindsay Tenenbaum
Sr. Client Reporting Assoc.
Mindy Yu
Associate Attorney
Pete Petersen
Head of Technology
Kevin Durkin
Portfolio Manager
Joe Gubler
Research Associate
Preston Patton
Director of Sales
Teddy Levitt
Client Service Associate
Nicolas Chang
Compliance Manager
Steve Cooper
Technology
Conor Muldoon
Portfolio Manager
Seung Han
Research Associate
Steven Greenblatt
Director of Sales
David Hissey
Associate
Sandi Kageyama
Associate
 
 
Kevin Hu
Compliance Specialist
Christina Vaughan
Legal/Compliance Analyst
Jamie Rochon
Human Resources
Maki Vance
Human Resource Associate
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
Ben Farol
Technology
Foster Corwith
Portfolio Manager
Alessandro Valentini
Portfolio Manager
Ellen Lee
Research Associate
Steven Ngyuen
Research Associate
Fesheng Li
Research Associate
Matt Wing
Research Associate
Brian Cho
Research Associate
Kyle Thorpe
Research Associate
Ryan Myers
Research Associate