
Sidney Ahl, CFA
Co-CIO of Private Client, Endowments & Foundations
Kaleb Assefa
CIO Analyst
Morgan Barr
ISG Research Analyst
Danielle Barrett
Client Advisor
JJ Baylin
Managing Director of Private Investments
Marc Bernhardt
Institutional Relationship Manager
Emily Birge
Private Client Relationship Advisor
Jim Capezio, CPA
Fund Operations Specialist
Becky Cheney
Relationship Mngr-US Financial Intermediaries
Eleanor Clark
Portfolio Analyst
Liz Cook, CFA
ISG Research Analyst
Joe Cozza
Senior Advisor
Julia Dembowski
Messaging Specialist, Institutional
Campbell Donley, CFA
CIO Investment Analyst
Katja Dunlap
Fixed Income Research Analyst