Spotlight on Colleagues

It is a supreme challenge to tell the stories of just a few colleagues when our firm is characterized by teams of remarkable, high-performing people who care deeply about our clients and each other. We could cover many pages with the contributions of colleagues across the firm. Here are just a few:

Francis Brown, Strategic Advisor; Alex Tanouye ,Head of Fiduciary Services

Recruiting New Strategic Advisors

We continue to add strategic advisory expertise across the firm. Most recently, two senior strategic advisors, Alex Tanouye and Francis Brown, joined us in Washington, D.C.

As Head of Fiduciary Services, Alex is responsible for the oversight of all trust and fiduciary relationships and for the delivery of fiduciary services and advice to solve our clients’ complex legacy planning objectives. Francis brings decades of experience working with business owners and families on complex planning issues.

Katherine Kroll, Director of Equity ESG Research and Strategy

Colby Stilson, Co-Head of Global Taxable Fixed Income

Dan Mooney, CFA, Head of Equity Research

Amy Hauter, CFA, Global Head of Fixed Income Sustainability

Elevating Research Colleagues to Leadership Roles

As our clients’ needs evolve and the complexity of our business grows, we continually assess our leadership structure to ensure that we are positioned to deliver first-rate performance, advice and service. In our Institutional business, we elevated four team members across equity and fixed income to new leadership roles.

Colleague of the Year

SYDNEY SHAPIRO
Administrative Business Partner,
2022 COLLEAGUE OF THE YEAR

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Sydney's colleagues noted:

"Sydney is not only willing to lend a helping hand, but she goes above and beyond what is asked of her. She will take on any task and then take complete ownership of it. She is one of the most proactive colleagues I have had the pleasure of working with and is brilliant at thinking ahead. She is able to juggle her many, many different roles and hats, all while maintaining the best personality and outlook.”

“There isn’t a hill that Sydney is not willing to climb. Even better, she shows others the way.”

“She makes all of us better at our jobs.”

“She has emerged as a thought leader and sought-after resource on how to structure, organize and support our business.”

“Sydney doesn’t know the meaning of ‘not my job.’ Not only does she willingly contribute to any project when asked, but she does so with extreme competence and an unusually positive and enthusiastic attitude. Every interaction with Sydney is a pleasure—and every task she touches is completed with excellence.”

Colleague Resource Groups

The firm’s Colleague Resource Groups provide important opportunities for colleagues to connect with each other. Our CRGs support colleagues and allies who identify as: Asian and Pacific Islander, Black and African American, Hispanic and Latinx, LGBTQ+, Military and First Responders, Parents and Caregivers, and Women.