Sam Mortimer, J.D.
Associate Director, Compliance
Our People
Our employees are collectively responsible for our success and for continuing to push forward the caliber of our investment management.
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Erin Nicholls, CFA
Portfolio Manager
Davis O'Connor
Research Analyst
Sean Paul
Software Engineer
Joshua Perez, CFA
Portfolio Manager and Director, Corporate Research
Ariana Polk
Senior Sales Enablement Strategist
Bryan Poston, CFA
Senior Strategist
Dominica Ribeiro
Chief Marketing and Distribution Officer
Ashish Sandhu
Senior Trade Operations Specialist
Varune Sharma
Corporate Research Associate
Julio Sical
Senior Trader
Kelly Silva
Director of Corporate Sustainability