People

Relax in your own private think tank.

CFAs and MBAs. Tax attorneys and entrepreneurs. Investment professionals who average 22 years of experience as of September 30, 2025. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Jeff Whitaker President
Chief Executive Officer
Amy P. Raskin Chief Investment Officer
A. Alan Adler, III Managing Director
Senior Portfolio Manager
Anna Amaczi, IACCP® Deputy Chief Compliance Officer
Goli Amiri Vice President, Senior Compliance Officer
Alexis Baker Business Development Assistant & Office Manager
Lily Barajas Administrative Assistant
Financial Planning
Yoli Barresi Client Service Associate
Kristen Barstow Vice President
Performance Reporting
Mehdi Bensaida Vice President
Finance
Zachary Berman Software Engineer
Al Bhatt Managing Director
Wealth Advisor &
Relationship Manager
Jeffery M. Bishoff Chief Technology Officer
April Blackwood Assistant Vice President
Paralegal
Tanya M. Blakely Vice President
Senior Trust Officer
Justin Brandt Assistant Vice President
Client Service Officer
Andrew Calvert Performance Analyst
Omar Carr Assistant Vice President
Systems Engineer II
Tapfuma Chibaya, CFA Director
Portfolio Manager & Thematic Research Analyst
Quinton Clemm Vice President
Wealth Advisor &
Relationship Manager
Michelle Cohen Trust Officer
Client Services Associate
Garrett Collier, CFA Vice President
Thematic Research Analyst
Matthew Craun Trust Net Administrator
Carlton W. Davis, CFA Director
Fixed Income Portfolio Manager
Rachel Dibert Senior Auditor
Jeffrey C. Dillman, CFA Managing Director
Senior Portfolio Manager
Edward B. Dobranetski, CFA Managing Director
Senior Portfolio Manager
Blake K. Doyle Head of Institutional Sales
Head of Product Development
Paul R. Duncan Managing Director
Chief Compliance Officer
Cheryl Dunston Business Development Assistant
Bobby Eubank, CFA Director
Thematic Research Analyst
Lourdes Fabi Vice President
Trust Operations
Lawrence P. Fisher, II President
Family Wealth Services
Jackie Fontana, CFP®, CDFA® Director
Wealth Advisor & Relationship Manager
Joel Friedman Chief Financial Officer
Jessica Frommer Managing Director
Head of Client Services
Saul Funes, Jr. Client Service Associate
Deborah G. Gandy Senior Managing Director
Wealth Advisor & Relationship Manager
Bill Gentry Vice President
Senior Systems Engineer
Cyrus Ghoreichi Client Service Associate
Michael Gildenhorn Senior Managing Director
Director of Portfolio Management
Adel Virag Gyorgy, CFE Internal Audit Manager
Kevin Heilenday Managing Director
General Counsel
Kristi Henry, CFP® Vice President
Financial Planner
Frederick M. Hopkins, JD, CFA Managing Director
Wealth Advisor & Relationship Manager
Duna Hur Vice President
Central Portfolio Manager & Equity Trader
Matthew Irons IT Operations Support Analyst
Miranda Jenkins, CTFA, CISP Vice President
Senior Trust Officer
Fiduciary Team Lead
Doda Johnson Vice President
Senior Trust Officer
Tatum Johnson Financial Planning Analyst
Kevin Kappeler Assistant Vice President
Information Technology PMO & Reporting Manager
D. Laly Kassa Senior Managing Director
Co-Head of Planning Group
Elizabeth Kearns Managing Director
Co-Head of Planning Group
Ryan Kelly Investment Performance & Reporting Analyst
Robert Kessler Assistant Vice President
Trust Operations Analyst
Jenny Kim, CPA Director, Senior Financial Planner
Michael Kleinschmidt Employee Onboarding Specialist
Jonathan Kobets Director
Wealth Advisor & Relationship Manager
Daniel R. Kuhnlein Assistant Vice President
Compliance Officer
Liz Lake Senior Vice President & Chief Data Privacy Officer
Tracy Lall Assistant Vice President
Client Onboarding Team Manager
Liz Lambert Vice President
Trust Applications & Client Services Support
Paula A. Landau, CFP®, ChSNC®, CTFA Managing Director
Wealth Advisor & Relationship Manager
Dan Ledwith, CFA Vice President
Portfolio Management & Analytics
Christopher Lee, CTFA Vice President
Senior Trust Officer
Devin Levitt Software Engineer
Justin S. Liberti, CMT® Director
Central Portfolio Manager & Equity Trader
Rebecca Markowitz Trust Operations Analyst
Eric Mason Managing Director
Trust Operations Manager
Mia McIntyre Senior Client Service Officer
Emily McMinimee Assistant Vice President
Trusts & Estates Paralegal
Irena Mkhitaryan Client Service Associate
Ramona Mockoviak Senior Managing Director
Wealth Advisor & Relationship Manager
Francisco Moreno Client Service Officer
Andrew Morgan Assistant Vice President
Fixed Income Associate
Wendy Moyers, CFP® Managing Director
Wealth Advisor & Relationship Manager
Stacy C. Murchison Senior Managing Director
Chief Marketing Officer
Stefania Napolitano Vice President
Estate Planning & Fiduciary Advisor
Zachary Navarro Vice President
Thematic Research Analyst
Megan Nevius Vice President
Senior Trust Officer
Rhonda Newlon Tax, Fiduciary Associate
James Nguyen Director
Portfolio Manager & Thematic Research Analyst
Sveta Novikova Vice President
Manager IT Production Operations
Cait E. O’Hearn Executive Assistant
Elizabeth Olabosipo Client Onboarding Associate
Emily Olusanya Business Development Assistant
Lynn M. Panagos Senior Managing Director
Chief Client Services & Operations Officer
Craig Pernick Senior Managing Director
Head of Fixed Income
Amitha Prabhu Senior Vice President
Chief Audit Executive
Richard Preziosi Vice President
Senior Software Developer
Sara Proctor Assistant Vice President
Senior Designer
Erin L. Raimundo Vice President
Senior Trust Officer
Margaret Randle Vice President
Senior Trust Officer
Executive Assistant to President
Maura Register Performance Analyst
Jeffrey T. Relyea Managing Director
Portfolio Management & Analytics
Melanie Risinger, CPA Vice President
Tax Reporting
Jeannette Owen Roegge Chief Fiduciary Officer
Henry Romeyn Associate Director
Institutional
Radhika Nijhawan Roy Marketing Events Manager
Michele Russell Staff Accountant
Randy A. Ryan, CPA/PFS Director
Senior Financial Planner
Tanisha Samuda Vice President
Senior Compliance Officer
Crystal Sanders Associate Client Service Officer
Wesley Sanford Vice President
Thematic Research Analyst
Lisa R. Saunders Managing Director
Senior Trust Officer
Maxwell Schriner Corporate Paralegal
Lorraine Sevigny Assistant Vice President
Leslie K. Smith Senior Advisor
Spencer C. Smith Senior Managing Director
Head of Institutional Investments
Jastinder Sohi, CFA Managing Director
Wealth Advisor & Relationship Manager
Gregory K. Soueid Managing Director
Head of Information Technology & Transformation
Madelyn Soueid Associate Compliance Officer
Gloria Spaans Client Service Associate II
Sarah Spain Client Service Associate
Tim Spear Client Service Officer
D. Brendan Tennant Assistant Vice President
Planning Analyst
Barbara Thebo Trust Associate
Cindy Torres Marketing Assistant
Nicholas Van Huffel Client Service Associate
Rhealyn Villamento-Brown Trust Operations Analyst
Cash Operations
Claire Voorhees Director
Wealth Advisor & Relationship Manager
Devona Wade Trust Officer
Christine Wallace Managing Director
Senior Portfolio Manager
Samuel Weinzimer Assistant Vice President
Senior Software Engineer
Marc K. Wishkoff Senior Managing Director
Head of Business Development
Martin Withers Vice President
Internal Audit
Kisha A. Wright Assistant Vice President
Chris M. Young, CFA Director
Portfolio Manager
Keisha N. Young Managing Director
Custody

Relax in your own private think tank.

Discover a different approach to wealth management.