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®Partner & Managing Director, Client Advisory

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

James Lawless, CFP®Senior Director, Client Advisory

Andrew Sams, CTADirector, Client Advisory, London

Flavia FasaniDirector, Client Advisory, London

David McLaughlinConsultant, Client Advisory, Ireland

Cameron Rahbar, CFP®Associate Director, Client Advisory

Maya McDonald, MBAAssociate Director, Client Advisory

Thomas Moore, CFP®Associate Director, Client Advisory

Allison RobinsonSenior Associate, Client Advisory

Emerson BooneSenior Associate, Client Advisory

Jacob AldenAssociate, Client Advisory

Jenna RicciAssociate, Client Advisory

Sonia MejiaAssociate, 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

Andrew GauthierSenior Analyst, Portfolio Advisory

Elias KatsikisAnalyst, 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 KyranosAssociate Director, Investment Research

Firm Operations

Jonathan PerryCFO & Managing Director, Business Operations

Rebecca GompperSenior Director, Compliance

Ryan Dwyer, CPAAssistant Controller

Jacquelyn WhitmanExecutive Assistant & Office Manager

Lina LiubertaiteOffice Manager & Executive Assistant, London

Technology

Mike RenniePartner & Managing Director, Technology

Dana HughesSenior Analyst, Technology Solutions

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