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Sarah Ketterer

Chief Executive Officer
Fundamental Portfolio Manager

Harry Hartford

President
Head of Fundamental Research
Fundamental Portfolio Manager

Gracie Fermelia

Chief Operating Officer

James Doyle

Fundamental Portfolio Manager

Joe Gubler, CFA

Quantitative Portfolio Manager

Eric Crabtree

Chief Client Service Officer

James Doyle

Fundamental Portfolio Manager

Jonathan Eng

Fundamental Portfolio Manager

Joe Gubler, CFA

Quantitative Portfolio Manager

Harry Hartford

President
Head of Fundamental Research
Fundamental Portfolio Manager

Arjun Jayaraman, PhD, CFA

Head of Quantitative Research
Quantitative Portfolio Manager

Sarah Ketterer

Chief Executive Officer
Fundamental Portfolio Manager

MacDuff Kuhnert, CFA

Quantitative Portfolio Manager

Ellen Lee

Fundamental Portfolio Manager

Conor Muldoon, CFA

Fundamental Portfolio Manager

Steven Nguyen, CFA

Fundamental Portfolio Manager

Alessandro Valentini, CFA

Fundamental Portfolio Manager

Brian Cho

Fundamental Senior Research Analyst

Mike Cho, CFA

Fundamental Senior Research Analyst

Zhenduo Du, PhD

Quantitative Senior Research Analyst

Seung Han, CFA

Quantitative Senior Research Analyst

Mozaffar Khan, PhD

Quantitative Senior Research Analyst

Nate Klein, CFA

Fundamental Research Analyst

Joon Lee

Fundamental Research Analyst

Fusheng Li, MD, PhD, CFA

Fundamental Senior Research Analyst

Andrew Liu, CFA

Quantitative Senior Research Analyst

Victor Liu, CFA

Fundamental Senior Research Analyst

Ross Locher, CFA

Fundamental Research Analyst

Tong Lu

Quantitative Research Analyst

Spenser May, CFA

Fundamental Senior Research Analyst

Ryan Myers

Quantitative Senior Research Analyst | Strategist

Andrew Pon, CFA

Fundamental Research Analyst

Matthew Pon

Quantitative Research Analyst

Negin Sohrabi, CFA

Fundamental Senior Research Analyst

Gregory Squires, CFA

Fundamental Senior Research Analyst

Reid Ross, CFA

Fundamental Senior Research Analyst

Andrew Zhang, CFA

Fundamental Research Analyst

Gracie Fermelia

Chief Operating Officer

Turner Swan

General Counsel
Compliance Officer

Kurt Decko

Chief Compliance Officer
Senior Legal Counsel

Keisha Moore

Director of Operations

Pete Petersen

Chief Technology Officer,
Chief Cybersecurity Officer

Intermediary/National Accounts

Paul O’Grady

Head of National Accounts and
Intermediary Distribution

David Hissey

Director of National Accounts

Danny O’Donnell, CFA

Director of National Accounts

Colin McGeehin, CFA

Director of National Accounts

Global Institutional Sales and Marketing

Mark Osterkamp

Head of Global Institutional Sales and Marketing

John Landau

Director of Asia Pacific Distribution

Stephanie Neruda, CFA

Director of Institutional Business Development

Global Consultant Relations

Jerry MacDonald

Head of Global Consultant Relations

Will Tsui

Director of Consultant Relations

Product Management

Kevin Moutes

Director of Product Management

Sandi Kageyama

Associate Product Manager

Relationship Management

Eric Crabtree

Chief Client Service Officer

Sarah Van Ness, CFA

Senior Relationship Manager

David Rains, CFA

Relationship Manager

Taylor Alan-Lee, CFA

Relationship Manager

Client Reporting

JoAnna Apfel

Reporting Manager

Katrina Post

Senior Reporting Analyst

Seema Bains

Reporting Analyst

Maxy Wu

Reporting Analyst

Yuqi Xu

Senior Reporting Analyst