People & Places

David Aaron

Partner & Market Leader

Lloyd Abramowitz

Partner & Practice Leader

Larry Adams, AIF®, CPFA

Partner

Andrew Adams

Senior Associate

Samuel Afari-Aikins, CFP®, CKA

Partner

Maria Aguirre

Associate

Karim Ahamed, CFA

Partner

Chris Akamine

Partner

Mark Andersen, JD

Partner

Helen Anderson

Principal

Sean Angelis, CFP®

Principal

Karen Angrisano

Principal

Lynne Anicete

Associate

Christopher Arotin, AIF®, CFP®

Principal

Nikolai Arutiunov

Senior Associate

Cheryl Athas

Senior Associate

Barbara Attardo, AEP®, CFP®

Partner

Chris Bagileo

Associate

Ian Bai, CFP®

Principal

Samuel Bain, Jr.

Partner & Market Leader

Aleem Baksh

Senior Associate

Julie Banda

Senior Associate

Amy Banker, AIF®

Principal

Chelle Barberena

Principal

Carrie Barlow

Associate

Michaela Barnum

Senior Associate

Tony Basalla

Principal

John Basford

Partner & Market Leader

David Beatty, CFP®

Partner & Market Leader

Laurie Belew, CFP®

Partner & Market Leader

Abigail Bell

Associate

Carol Benz

Partner & Chief People Officer

Joshua Berdet, CFP®

Principal

Ryan Berger

Associate

Jeffrey Blanchard, CFA

Principal

Andrew Blumenthal, CFP®

Partner

Debra Boerger, CFP®

Principal

Alicia Boggio-Hair

Associate

Doug Bonaquist

Partner

Marie Del Bove

Principal

Jen Bowen

Senior Associate

John Bowlin

Abrielle Bradley

Senior Associate

Gillian Brand

Associate

Hugues Le Bras

Principal

Manny Bratta

Principal

Amanda Brummel

Principal

Kevin Buckley, CFP®

Partner

Erica Bunnell, CFP®

Principal

Gerard Burke

Senior Associate

Christopher Burrows

Partner

Jeff Bushman

Senior Associate

Azaian Cagalingan

Associate

Erica Cameron, CFP®

Partner

Matthew Canner

Partner

Diana Cantor

Dawn M. Carpenter

Associate

Vonny Carrington

Partner

Mark Castell, CPA

Partner

Lynda Castellano

Partner

Ricardo Castro

Senior Associate

Onari Tariah, CFP®

Principal

Eric Chang, CFA

Principal

Yanming Chen

Associate

Paul Chmielewski

Partner

Whitney Clark

Senior Associate

Jake Clemens, CFA, CFP®

Principal

Miryam Cohen

Senior Associate

Tom Cohn, CFA

Partner & Deputy Chief Investment Officer

John Cook

Principal & Director of Human Resources

JD Costello

Associate

Meghan Cottrell

Associate

Faith Counio, CFP®

Principal

Ralph Coutant, CFA, CMT

Principal

Nataliya Crouse

Senior Associate

Kimberly Crowley

Partner

Brendan Cunningham

Associate

William T. Curran, CIMA®

Partner

Chris Curtis

Partner & Chief Financial Officer

Paul D’Elia, CFP®

Partner

Darlene Dahl, AEP®, CDFA®, CPA, PFS

Partner

Elizabeth Dawson, CFA, CFP®

Principal

Brett Dearing

Partner

Elizabeth Delude, CFA

Principal

Joel DeMaria, CFP®

Partner

Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS

Partner

Joseph DiGregorio

Associate

Michael Disharoon, CFA

Partner

Cheryl Donaldson

Principal

Kevin Dorwin

Partner & Market Leader

Mimi Drake

Partner & Market Leader

Sarah Dudack

Associate

Justin DuMouchelle, CFA, CFP®

Partner

Pierre duPont

Partner

Kimberly Duran

Associate

Jennifer Ellison, CFA

Partner

Megan Endersby

Senior Associate

Liza EsselSagoe

Senior Associate

Ini Etuk

Senior Associate

Stuart Evans

Principal & Chief Compliance Officer

Cecilia Fajardo

Principal

Jessica Farrell

Partner

Kimberly Fields

Senior Associate

Kellye Fields

Associate

Scott Finn

Senior Associate

Patrick Fischbach

Principal

Andrew Fisher, CFA, CPA

Partner

Jessica Foley

Principal

Kent Forkner

Partner

Candice Frank

Senior Associate

Kathy Freed, CFP®

Principal

Shadrack Frempong

Senior Associate

Virginia Frisch

Associate

Doug Garrison, CFP®

Partner

Mitch Gelkopf

Principal

Nick Gerber

Principal

Stephanie Gervacio

Associate

Garrett Gillett

Senior Associate

David Gimpel

Principal

Matt Gnabasik

Partner

Richard Golinski, CFA

Partner

Caroline Good

Associate

John Goott, AIF®, CFP®

Partner

Daniel Goott, CFP®, CIMA®

Partner

Judith Gordon

Principal

Dajion Grant

Senior Associate

Alexis Grason, CFP®

Principal

Shelia Gray

Principal

Cameron Grimm

Associate

Alexander Gross, AEP®, CFP®, CPA/PFS

Partner

Theresa Guinto

Associate

Erika Gunbeyi

Senior Associate

Brad Gutzler

Senior Associate

Hunter Haley, CFP®, CPA

Principal

Michael Harano

Principal

Jill Hardesty

Associate

Rick Harris

Principal

Lissa Harris

Principal

Susan Hartley-Moss, CTFA

Partner

Erica Hartog, CPA

Partner

Matthew Heath, CFP®

Principal

Andrew Helfont, CFA

Partner

Elizabeth Hicks

Senior Associate

Rachel Highbarger

Senior Associate

Rebecca Hilchey

Associate

Kevin Hilden

Partner & Chief Operating Officer

Ann Marie Hindley

Associate

Masha Hodi

Partner & Chief Experience Officer

Caren Holzhauer

Associate

Reggie Hopton

Associate

William Horner

Principal

George Hubbard

Partner

Connor Hufer

Associate

Michèle Hurley

Principal

John Hyman, CIMA®

Partner

James Izard II, CFP®

Partner

Jack H. Scaff III

Partner

Henry “Sandy” Harris III, CFA

Partner

Rhonda Inskeep

Associate

Teppo Jaakkola

Senior Associate

Arlene James

Principal

Stephen Janachowski

Partner

William Jasien

Alex Jimenez

Partner

Linda Jin

Principal

Kathryn Jodon

Principal

Will Johnson

Principal

Blake Johnson, CFP®

Principal

Anne Johnston, CFP®

Partner

Nicole Joko

Principal

André De Jong, FPQP

Associate

Wickliffe Lyne, Jr.

Principal

David Jumper, CFA

Partner

Evan Kaplan, CFA, CFP®

Principal

Tom Karsten

Partner & Market Leader

Robert Katz, CFP®

Partner

Carl Kaufman

Associate

Mickey Keating, CFP®

Senior Associate

Kathryn Kennedy, CPA, JD

Partner

Hannah Kim

Senior Associate

Kate Kittinger, AEP®

Principal

Ekaterina Klimentova, CDFA®, CPA

Partner

Jeffrey Knight

Associate

Jessica Kobaly

Senior Associate

Allen Kozel, CFP®

Principal

Kati Krause

Principal

Zoe Kreca, CFP®

Senior Associate

Eric Kuehl

Partner

Geoffrey Kuli, CFA

Partner

Steve Kurosko, CSRIC®

Partner & Market Leader

Patrick Labriola

Principal

Jeffrey Lancaster, CFP®

Partner

Adam B. Landau, CAIA

Partner

Rebecca LaPlant

Senior Associate

Gerry Larr

Partner

Greg Larson, CSRIC®

Senior Associate

Jillian Laughlin

Associate

James Lebenthal, CFA

Partner & Chief Equity Strategist

Christine Lee, CFP®

Principal

Rita Lee, CDFA®, CGMA®, CPA, PFS

Partner

Brian Lee

Associate

John Lee, CFP®

Senior Associate

Cameron Lehrmann, CPA

Principal

Ryan P. Leitch

Associate

Thomas Leppert

Edward Liberman

Principal

Amy Lin

Senior Associate

Andy Lin

Associate

Winky Liu

Principal

Ben Lomazow

Principal

Richard Long, CFA

Principal

Stefan Ludlow

Principal & Director of Technology

Christina Lum

Associate

Anne Lyons

Associate

Lyle Maasdorp, CFP®

Principal

Steve Malbasa

Partner

Julia Malin

Associate

Jacqualyn Malloy

Senior Associate

Jessica Marshall

Associate

Samuel Martin, AIF®, CRPS®

Principal

Peter Martin, CPA

Partner

Jacqueline Martin

Associate

Joseph Matus, CFA

Senior Associate

Ray McCarthy, CPA

Principal

Doug McCrea

Partner

Matt McGinn

Principal

Paul McGloin

Partner

Timothy McNally, CIMA®, CPA

Principal

Kelly McNerney, CFP®

Principal

Charles McRae, CEPA®, CFP®

Principal

Sarah Meiser

Senior Associate

Ruby Mendoza

Associate

Jessica Mendoza

Senior Associate

Patricia Mercer

Associate

Donna Metrou

Principal

Cooper Miller

Associate

Eric Minnick

Principal

Kurt Miscinski

Partner, President & CEO

Ana Mojica

Senior Associate

Janie Monroe, CFP®

Principal

Christine Monyak

Associate

Sean Moore

Partner

Panzie Morris

Senior Associate

Jonathan Morris

Principal

Owen Morrow

Associate

Constantine Mulligan, CFA

Partner

Melanie Murphy, CPA

Senior Associate

Patrick Murray, CFA, CFP®

Partner

Elizabeth Musarra, CPA, PFS

Partner

Lindsey Nadel

Partner

Robert Nardelli

Douglas Nardi, CFA

Partner

Matt Nardi

Associate

Alan Ness, AIF®, CFP®

Partner

Lesa Newell

Senior Associate

Shelley Newham

Principal

David Newson

Partner & Chief Marketing Officer

Steve Nielander, CFA

Partner

Reed Nothwang, CFP®

Principal

JoAnne O’Connell

Principal

Emily O’Connor

Principal

Claire O’Keefe

Partner & Head of Corporate Development

Resmena O’Meally, CPA

Partner

Brooklyn Ogburn

Associate

Stephen Oliver, CFA, CFP®

Partner

Matt Olver, AEP®, CFP®

Partner

Sarah Gregg Orum

Principal

Sebastian Ottaplakal

Associate

Ben Pace

Partner & Chief Investment Officer

Krissi Paczolt, CPA

Principal

Jeffrey Paladini, CFP®

Partner

Aydan Panahova

Associate

Daniel Parillo

Principal

Daniel Park, CFP®

Partner

Ty Parrish, CIMA®

Partner & Practice Leader

Nicholas Pasichuke

Associate

Cristina Paul, CFP®

Partner

Yelena Pelimskaya, CFA

Principal

Andrea Castillo Pena

Associate

Blake Perkins

Senior Associate

Brittany Peyser

Principal

Walker Phillips, CIMA®

Partner

Bettie Pickett

Associate

Peg Pike

Partner

Nina Pilgrim

Senior Associate

Chris Pleshek, CPA

Senior Associate

Kate Polyte

Associate

Derrick Poon

Senior Associate

Quinn Portfolio, CFP®

Principal

Kristen Potter

Principal

Matthew Powell

Senior Associate

Jacqueline Price

Associate

Hugh Quinn

Associate

Steven L. Ramirez, CFA, CFP®

Principal

Gerianne Raymundo

Senior Associate

Maxine Reid

Associate

Nancy Renshaw

Principal

Thomas Richardson, CPA

Partner

Jack Riehemann, CFA

Senior Associate

Timothy Ringelstein, CFA

Principal

Jeremy Robbins, CFP®, CPA

Principal

Rhonda Robinett

Principal

Tristan Romo

Principal

Melanie Ross, CFP®

Principal

Sawyer Rothmann

Associate

Spencer Roule

Senior Associate

Meg Rowley

Partner & Market Leader

Salvatore Russo

Partner

Devon Ruttenberg

Partner

Jeanette Ruvalcaba

Senior Associate

Kamil Said

Senior Associate

Sarah Saites

Senior Associate

Sherman S. Salangad

Senior Associate

Jorge Salazar, CFP®

Senior Associate

Jonathan Salvato, CFP®

Principal

Minnie Yao Sanford, CFP®

Principal

Sarah Santoro

Senior Associate

Nicole Scaffidi

Senior Associate

Isabel Scharmer, CFA

Partner

Leonard Schlangel, CPA, JD

Partner

John Schnur

Associate

Steve Schoneman, CFA

Partner

Robert Schwagerl, CFTe, CMT

Principal

Rob Seco

Partner & General Counsel

Matthew Serkes, CFP®

Principal

Madeline Serpico

Marshall Serwitz

Partner

Mary Shahian, CDFA®, CFP®, ChFC®, CKA

Partner

Deborah Shaug

Principal

Kirsten Shaw

Senior Associate

LeAnn Shea

Associate

Bob Shier, JD

Partner

William Shier

Associate

Samuel Short

Associate

Gary Silverman, CFA

Partner

Michelle Simek

Associate

Marcella Skenderis

Associate

Carley Skidmore

Senior Associate

Dee Slavutin, ChFC®

Partner

Jill Smart

Chase Smith

Principal

Robert C. Smith

Partner & Market Leader

Neal Smith

Principal

Meghan Smith

Principal

Javier Solis, CFP®

Partner

Paul Sommerstad, AIF®, QPFC®

Partner

Michelle Soto, CDFA®, CFP®

Partner

William Speciale, AEP®, JD

Partner

Judith Spencer

Associate

Michael Spicer

Associate

Shelby Stahr, CFP®

Principal

Ari Stanger, CPA

Principal

Matt Stazzone

Principal

Philip Steele, AIF®

Partner

Caraline Stenslik

Senior Associate

Kyler Stephens

Associate

Jennifer Stott

Associate

Martin Sullivan

Robert J. Sullivan, CFP®

Partner

Alketa Sundquist

Senior Associate

Colleen Supran, CFA

Partner

Larry Sussman, CFA

Partner & Head of Corporate Finance

Howard Sussman, CFP®, JD

Principal

Bonnie Suveerachaimontian, ChFC®

Principal

Pam Swenson

Senior Associate

Michael Syer, CFP®

Principal

Claudia Sykora, CPA

Principal

Ayisha Tahir

Principal

Emily Taken-Vertz, CFP®

Principal

Jacob Talley

Senior Associate

Matt Tassell

Associate

Matthew Taylor

Partner

Jonathan Taylor, CFA

Partner

Natalia Tchetchoulina

Partner

Andres Terronez

Senior Associate

Madeleine Thomas

Senior Associate

Alexa Thorson

Associate

Christian Thwaites

Partner

Dan Timotic, CFA

Partner

Patrick Tobin, CFP®

Principal

Jonatán Toledo

Associate

Scott Toomasson, FPQP

Principal

Justin Topping, CFA

Partner

Zack Trygstad

Principal

Brian Tu

Principal

Carmen Tu

Senior Associate

Brandon Tutak

Senior Associate

Tinetta Tutt

Associate

Amanda Ulczynski

Senior Associate

Myles VanderWeele, CFP®

Partner

Christine Vandrey

Senior Associate

Juan Vasquez

Associate

Tania Vasquez

Principal

Cynthia Venturelli, FPQP

Principal

Daniel Vignola

Associate

Steve Walker

Partner

Thayer Walker

Principal

Angella Wallace

Associate

Eric Warbrick, CPA

Principal

Jennifer Watson, CPA

Principal

Aaron Waxman, CFP®, CPA

Partner

Aubrey Weber

Senior Associate

Valerie Weinfeld

Senior Associate

Gail Weiss

Senior Associate

Larry Weissman, CFA

Partner

Craig Wells

Partner

Ashley Williams

Senior Associate

Steve Williams

Partner & Chief Client Officer

EmJay Williams

Associate

Katherine Willis, CFA

Partner

Marissa Wilson

Associate

Heidi Wilson

Associate

Matt Wojtowicz, CPA

Principal

Tracey Wood-Sanford, CPA

Partner

Jon Yankee, CFP®

Partner & Market Leader

Peter Yoon, CFA

Principal

Brendan Yospa

Associate

Dustan Zavatsky

Senior Associate

Jeff Zych

Partner