Alan L. Bazaar

Chief Executive Officer & Co-Chief Investment Officer

Philip Richter

President, Founder & Co-Chief Investment Officer

Phoebe Rubenstein, Esq.

Chief of Staff

Timothy Whelan, CPA

Chief Development Officer

Michael T. Meechan, CFA

Director of Investments

Robert McNerney

Director of Marketing

Carolyn Yun, CPA, CFP

Client Advisor

Kristin Fong

Client Advisor

Andrea B. O’Neill

Managing Director

Madeline E. Fisher

Operations Manager & Marketing Coordinator

Aubrey Kandell

Senior Accountant

Cathy Gellatly

Accountant

Chelsea Birzon

Accountant

Kelly Triolo

Operations Manager

Audrey Bader

Administrative Associate

Courtney McCormack

Senior Analyst

Jordan Artope

Junior Research Analyst