Brooks Anderson, CFP®Senior Associate, Client AdvisoryClient Advisory


Josette BeatriceAssociate, Client AdvisoryClient Advisory


Carl BradshawSenior Associate, Client AdvisoryClient Advisory


Savannah CampbellAssociate Director, Investment ResearchInvestment Research


Heather CantySenior Associate, Client AdvisoryClient Advisory


Meghan DailyDirector, Client AdvisoryClient Advisory


Gabriella DavisAnalyst, Portfolio Analytics & ReportingPortfolio Management, Analytics & Reporting


Ryan Dwyer, CPAControllerFirm Operations


Broderick GardnerSenior AccountantFirm Operations


Elizabeth GardnerManaging Director, ComplianceFirm Operations


Michael Gibbons, CFA, CFP®Senior Director, Portfolio ManagementPortfolio Management, Analytics & Reporting


Peter Gnall, MST, CFP®Partner & Managing Director, Client AdvisoryClient Advisory


Laurence Grosbaum, CPA, CFAPartner & Managing Director, Portfolio ManagementPortfolio Management, Analytics & Reporting


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


Cameron Iarrobino, CFAAnalyst, Portfolio Analytics & ReportingPortfolio Management, Analytics & Reporting


Taylor Kale, MBA, CFP®Associate Director, Client AdvisoryClient Advisory


Paul Karger, CFACo-Founder & Managing PartnerExecutive Management


Wesley Karger, CFACo-Founder & Managing PartnerExecutive Management


Kimberly LiAssociate, Client AdvisoryClient Advisory


Sonia MejiaAssociate, Client AdvisoryClient Advisory


Thomas Moore, CFP®Director, Client AdvisoryClient Advisory


Haley NooneAdministrative AssistantFirm Operations


Forrestel NugentAssociate Director, Client AdvisoryClient Advisory


Matthew O'DonnellDirector, Real EstateReal Estate Investment Research


John Pantekidis, JD, LLM, CFAManaging Partner, General Counsel, & CIOExecutive Management


Gregory PartykaAnalyst, Portfolio Analytics & ReportingPortfolio Management, Analytics & Reporting


Jonathan PateAnalyst, Portfolio Analytics & ReportingPortfolio Management, Analytics & Reporting


Matt PerraSenior Director, TechnologyFirm Operations


Jonathan PerryCFO & Managing Director, HR & Business OperationsFirm Operations


Ana C. Rabines, CFA, CIPMDirector, Portfolio Analytics & ReportingPortfolio Management, Analytics & Reporting


Debora RibeiroSenior AccountantFirm Operations


Kalindi RussellSenior Associate, Client AdvisoryClient Advisory


Hugo SouzaAssociate Director, Client AdvisoryClient Advisory


Carmine TropeanoStaff AccountantFirm Operations


William Ward, MBAPartner & Managing Director, Real EstateInvestment Research


David Wolfe, CFASenior Associate, Real EstateInvestment Research