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