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

Morgan DorseySenior Associate, Client Advisory

Tiffany SoSenior Associate, Client Advisory

Cameron Rahbar, CFP®Senior Associate, Client Advisory

Jacob AldenAssociate, Client Advisory

Allison RobinsonAssociate, Client Advisory

Emerson BooneAssociate, Client Advisory

Maya MartignettiAssociate, Client Advisory

Portfolio Advisory Group

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

Michael Gibbons, CFA, CFP®Associate Director, Portfolio Advisory

Elias KatsikisAnalyst, Portfolio Advisory

Dillon RussoAnalyst, Portfolio Advisory

Evan KaragianisAnalyst, Portfolio Advisory

Andrew GauthierAnalyst, Portfolio Advisory

Francesca AnselmoAnalyst, Portfolio Advisory

Investment Research Group

John McGillianSenior Advisor, Investment Research

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

William WardPartner & Managing Director, Direct Investments

Savannah CampbellAssociate Director, Investment Research

Dimitrios KyranosSenior Analyst, Investment Research

Edy Tan, CAIASpecial Advisor, Investment Research

Nate DrouinEntrepreneur in Residence, Investment Research

Firm Operations

Kenneth W. CoopermanSenior Director, Business Operations & Compliance

Kimberly Aliotte, JDDirector, Business Operations & Administration

Sheree DawtonOffice Manager, London

Jenna RicciAdministrative Assistant

Katie McCarron, Esq.Accounting Manager

Technology

Mike RennieSenior Director, Technology

June DuanAssociate Director, Solutions Architecture & Technology

Dana HughesAnalyst, Technology Solutions

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