BRIANNA BURKHARDT
DIRECTOR OF ADMINISTRATION
CHRISTINA DE MARCHI
PARTNER & MANAGING DIRECTOR
JAKE DOTSON
OPERATIONS & CLIENT SUPPORT ANALYST
ARIEL ELROD
BILL PAY ACCOUNT MANAGER
HAYLEY GILBERT
PARTNER & MANAGING DIRECTOR
CHRIS KELLER
INVESTMENT ANALYST
LISA MORECI
MANAGING DIRECTOR OF OPERATIONS & TAXATION
JOSH RICHTER
MANAGING PARTNER & CIO
CRISTINA ROSALES
CLIENT SERVICE OPERATIONS ANALYST
JOHN SCHNEIDER
MANAGING PARTNER
DAVE SCHRADER
PARTNER & MANAGING DIRECTOR
MICHELLE TANG
FILE & DATA MANAGER
NATALIA TOMITA
SENIOR INVESTMENT OPERATIONS SPECIALIST