Senior Team

A team in the prime of their careers.

We hold ourselves to high standards. Through a rigorous hiring process, we select a smart, entrepreneurial team that works together to serve our clients.

Michael W. Anson

Partner, Head of Client Administration & Compliance, Chief Compliance Officer

Sean R. Apgar

Partner, Director of Portfolio & Wealth Advisory

Brett H. Barth

Managing Partner, Director of Investment Research

Arthur E. Black

Retired Partner

Alexandra M. Blake

Vice President

Douglas B. Cohen

Vice President

Sarah L. Coyne

Director of Portfolio & Wealth Advisory

Molly K. Crawford

Vice President

Ashley M. Crowe

Vice President

Elle A. Daiga

Vice President

Deanna H. Deutchman

Vice President

Kate E. Doherty

Vice President

Marie Mehan Doyle

Vice President

Scott M. Ehrlich

Vice President

Andrew D. Eimer

Vice President

Michael S. Goldberg

Partner, Director of Portfolio & Wealth Advisory

Brett B. Gorman

Vice President

Stephanie J. Gromek

Partner, Head of Portfolio & Wealth Advisory

Maya P. Han

Vice President

Gabriel A. Hines

Vice President

Jennifer M. Joyce

Director of Client Administration & Compliance

Steven R. Katz

Partner, Director of Portfolio & Wealth Advisory

Barry M. Klayman

Partner, Chief Operating Officer

Allison H. Kletz

Vice President

Cary M. Klivan

Director of Finance, Chief Financial Officer

Marc R. Koslowsky

Director of Investment Research

Kevin M. Lutz

Vice President

Michael P. McCaffery

Director of Alternative Investment Administration & Accounting

Ryan A. McDermott

Director of Portfolio & Wealth Advisory

Darcy McFadyen

Director of Client Administration & Compliance

Cristin M. McGlynn

Vice President

Benjamin S. Metzger

Director of Portfolio & Wealth Advisory

Jonathan G. Miles

Director of Human Resources

Gillian Fleck Minardi

Vice President

Anca M. Montuschi

Vice President

Nicholas A. Paccone

Vice President

William C. Page

Director of Investment Research

Justin R. Peterson

Director of Portfolio & Wealth Advisory

Brandon S. Pick

Vice President

Steven D. Pressman

Partner, Director of Portfolio & Wealth Advisory

Ryan K. Preston

Director of Portfolio & Wealth Advisory

Jennifer Nelson Ray

Vice President

Evan M. Roth

Managing Partner, Director of Portfolio & Wealth Advisory

Sarah Nelson Rumph

Vice President

D. Ryan Sterling

Vice President

Todd C. Whitenack

Partner, Head of Investment Research

Adam R. Wood

Vice President