Welcome to our core; discover the people powering your success.
Alan Harter
CEO & Founder
Andrew Nelson
Investment Operations
Junior Analyst
Angela Perry
Client Relations
Managing Director
Cierra Telleen
Client Services
David Chandik
Investments
Vice President
Gary Kedda
Finance
Isabella Di Russa
Analyst
Kerry Villella
Associate
Michael Gilbert
Performance Reporting
Mitch Nader
Narges Zamani
CIO & Chief Risk Officer
Olena Pipino
Accountant
Sandra Jones
Consultant
Scott Parish
Soraya Howard
HR & Administration
Suzgo Munthali
Swikrit Acharya