Executive Management

Paul Karger, CFACo-Founder & Managing Partner

Wesley Karger, CFACo-Founder & Managing Partner

John Pantekidis, JD, LLM, CFAManaging Partner, General Counsel, & CIO

Harinder HundleManaging Partner, London

Client Advisory Group

Patrick Harney, CFP®Senior Director, Client Advisory

Peter Gnall, MST, CFP®Senior Director, Client Advisory

James Lawless, CFP®Director, Client Advisory

Alanna Paiva, CFP®Director, Client Advisory

Andrew Sams, CTADirector, Client Advisory, London

Flavia FasaniDirector, Client Advisory, London

David McLaughlinConsultant, Client Advisory, Ireland

Salvador J. Juncadella, IVConsultant, Client Advisory

Tiffany SoSenior Associate, Client Advisory

Cameron Rahbar, CFP®Senior Associate, Client Advisory

Maya McDonaldSenior Associate, Client Advisory

Thomas Moore, CFP®Senior Associate, Client Advisory

Jacob AldenAssociate, Client Advisory

Allison RobinsonAssociate, Client Advisory

Emerson BooneAssociate, Client Advisory

Jenna RicciAssociate, Client Advisory

Portfolio Advisory Group

Laurence Grosbaum, CPA, CFAPartner & Managing Director, Portfolio Advisory

Michael Gibbons, CFA, CFP®Director, Portfolio Advisory

Jan Meyer, CFADirector, Portfolio Advisory, London

Elias KatsikisAnalyst, Portfolio Advisory

Evan KaragianisAnalyst, Portfolio Advisory

Andrew GauthierAnalyst, Portfolio Advisory

Francesca AnselmoAnalyst, Portfolio Advisory

Investment Research Group

Jeffrey Heisler, PhD, CFAPartner & Managing Director, Investment Research

William WardPartner & Managing Director, Real Estate

John McGillianSenior Advisor, Investment Research

Savannah CampbellAssociate Director, Investment Research

Dimitrios KyranosSenior Analyst, Investment Research

Firm Operations

Eileen Rebele, CPAManaging Director, Finance & Compliance

Ryan Dwyer, CPAAssistant Controller

Lina LiubertaiteOffice Manager & Executive Assistant, London

Technology

Mike RennieManaging Director, Technology

June DuanAssociate Director, Solutions Architecture & Technology

Dana HughesAnalyst, Technology Solutions

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