Mark Kelly
Equity Research Analyst
Debbie Ketteringham
Recruiting Coordinator
Nayeon Kim
Equity Research Analyst
Jackie Kipke
Private Client Relationship Advisor
Mark Kodenski
Portfolio Manager
Julia Koron
Business Intelligence Analyst
Abigail Krobock
Equity Administrator
Lauren Kurtzweil, CPA
Senior Manager, Corporate Tax
Daniela Lampru
Institutional Sales Analyst
Charlie Larsen
Director of Operations, US PCE&F
Scott Lavin, CTFA
Private Client Senior Relationship Associate
Nam Le
Private Equity Analyst
Derrick Leak
Private Client Relationship Advisor
John Mai
Technical Help Desk Senior Manager
Joey Martin
Compliance Officer