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Who We Are

Our relationships are everything.

Through a culture of excellence and a long-term approach to investing, we have built lasting partnerships with advisors and high-net-worth clients.

90+%

historical client retention rate*

*2010 through Feb. 29, 2024

25+ years

average professional experience of investment strategy committee

80+%

of our investment team members are CFA charterholders

$66.3B

in assets under management*
*as of July 31, 2024

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Meet our team.

As an advisor, you work hard to develop enduring client relationships. That's why we work hard to support you.
Abel Montañez
Abel Montañez Chief Executive Officer
Charles Luke
Charles Luke Chief Investment Officer
Jim Papadakos
Jim Papadakos Sales Strategy, Advisor Engagement & Experience
Peter Green
Peter Green National Head of Sales and Business Development
Jennifer Tsai
Jennifer Tsai Head of Client Service & Operations
Russell Launer
Russell Launer Head of Portfolio Management
Subir Prasad
Subir Prasad Digital and Information Officer

Your personal portfolio manager is empowered to actively manage performance on your client's behalf.
Charles P. Alberton
Charles P. Alberton Northwest Divisional Managing Director
Andrew J. Austin
Andrew J. Austin Portfolio Manager
Christopher S. Austin
Christopher S. Austin Portfolio Manager
Charles Boettcher
Charles Boettcher Southwest Divisional Managing Director
Joseph M. Bove
Joseph M. Bove Portfolio Manager
Sheldon C. Brandau
Sheldon C. Brandau Managing Director
Nicholas Cavallaro
Nicholas Cavallaro Portfolio Manager
Matthew Clifford
Matthew Clifford Portfolio Manager
Lindsey Cook
Lindsey Cook Senior Portfolio Manager
Rachael Crane
Rachael Crane Senior Portfolio Manager
Elizabeth Dooley
Elizabeth Dooley Managing Director
Aubrey Foerster
Aubrey Foerster Portfolio Manager
Adrian Engel
Adrian Engel Portfolio Manager
Eric Fuhrman
Eric Fuhrman Portfolio Manager
Paul M. Guerney
Paul M. Guerney Eastern Divisional Managing Director
Adam Izaac
Adam Izaac Portfolio Manager
John Kakolewski
John Kakolewski Senior Portfolio Manager
Jack Koludrovic
Jack Koludrovic Portfolio Manager
Richard Limekiller
Richard Limekiller Managing Director
Russell Martin
Russell Martin Senior Portfolio Manager
Robert Meckstroth
Robert Meckstroth Senior Portfolio Manager
Poul-Erik Olsen
Poul-Erik Olsen Managing Director
Joseph J. Querriera
Joseph J. Querriera Managing Director
Andrew Rothstein
Andrew Rothstein Portfolio Manager
Brian Salerno
Brian Salerno Senior Portfolio Manager
Michael Taila
Michael Taila Managing Director
Wayne A. Titche
Wayne A. Titche Managing Director
Vince Vu
Vince Vu Portfolio Manager
Scott Wachs
Scott Wachs Portfolio Manager
Jonathan Herzog
Jonathan Herzog Portfolio Manager

Every strategic asset allocation move we make comes from the in-depth work of the research and strategy teams.
William D. Black
William D. Black Managing Director
Amy Chen
Amy Chen Director
Lev Elgudin
Lev Elgudin Equity Analyst
Tony Hu
Tony Hu Director
David Krouth
David Krouth Portfolio Manager
Nikhil Mahajan
Nikhil Mahajan Senior Equity Analyst
Pam Nelson
Pam Nelson Portfolio Manager
Sandy Shi
Sandy Shi Senior Equity Analyst
Paul Single
Paul Single Managing Director
Fang Zhou
Fang Zhou Director of Quantitative Analysis Group
Joseph Handelman
Joseph Handelman Head of Equity Strategy Management

The power of partnership starts with your investment consultant’s customized approach to defining goals and developing a plan of action.
Michael O. Adair
Michael O. Adair Managing Director
Kashif S. Ahmad
Kashif S. Ahmad Managing Director
Connor Bauer
Connor Bauer Investment Consultant
David Bjorndal
David Bjorndal Senior Investment Strategist
Ted Cox
Ted Cox Eastern Divisional Managing Director
Jonathan Doyle
Jonathan Doyle Managing Director
Carolyn J. Finer
Carolyn J. Finer Managing Director
Leks Gerlak
Leks Gerlak Senior Investment Consultant
Carlos Ibanez
Carlos Ibanez Investment Consultant
Joe Jraitiny
Joe Jraitiny Managing Director
Cameron Killeen
Cameron Killeen Managing Director
Matthew Larson
Matthew Larson Investment Consultant
David Little
David Little Investment Consultant
Ben Ludwig
Ben Ludwig Managing Director
Vern Montross
Vern Montross Western Divisional Managing Director
Michael Nelson
Michael Nelson Managing Director
Carson Parker
Carson Parker Investment Consultant
Scott J. Pollaci
Scott J. Pollaci Managing Director
Ed Pope
Ed Pope Managing Director
Joshua Schultz
Joshua Schultz Investment Consultant
Julz Schwingler
Julz Schwingler Managing Director
J. Sean Withrow
J. Sean Withrow Managing Director

We focus on supporting UHNW and business owner clients with the more complex issues they face when investable assets exceed $10mm.
Pennie Dakis
Pennie Dakis Wealth Strategist
Gerry Gaeta
Gerry Gaeta Managing Director

Working with your investment consultant, your business development specialist takes a collaborative approach to facilitating the partnership.
Teresa Aronoff
Teresa Aronoff Business Development Specialist
Elayna S. Barrison
Elayna S. Barrison Business Development Specialist
Leigh Bucholtz
Leigh Bucholtz Business Development Specialist
Justine Li
Justine Li Business Development Specialist
April Perez
April Perez Director of Sales Business Management
Dara Roughley
Dara Roughley Business Development Specialist
Regan Stanfield
Regan Stanfield Business Development Specialist
Arthur Trestin
Arthur Trestin Business Development Specialist

Get to know us.

If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized® portfolio management, speak with an investment consultant near you today.

If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here

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