Our Team

Stephen J. Amyouny, CFA

Co-Chief Executive Officer

Karen Corbosiero

Managing Director and Chief Operating Officer

Jennifer Ellis, CPA

Managing Director and Chief Financial Officer

Eric R. Fischer

Director

Sarah T. Kelly

Director

Jason T. O’Connell, CFA, CAIA, CFP®

Managing Director and Director of Wealth & Investment Management

Kenneth P. Scott, CFA

Co-Chief Executive Officer

Heidi H. Vanni, CFA

Managing Director and Director of Institutional Strategies

Richard Q. Williams, CFA

Managing Director and Portfolio Manager

Nick Caldwell, CFA

Senior Manager, Institutional Markets

Meghan Doherty

Relationship Manager, Institutional Markets

Ashish Gandhi

Senior Manager, Institutional Markets

Julie Joyce

Senior Marketing Specialist

Lindsey Lane

Director of Marketing & Communications

Matthew McKay

Manager, Marketing Operations

Joshua Newstadt

Senior Marketing Associate

Nicholas Randolph

Senior Marketing Analyst

Heidi H. Vanni, CFA

Managing Director and Director of Institutional Strategies

Iv Aliaj

Client Service Manager

Stephen Benevento, CFP®, CTFA

Director of Client Service

Charles Bryant

Client Service Manager

John Haley

Client Service Manager

Samantha Joyce, CFP®

Client Service Manager

Nikki Kushta

Senior Client Service Administrator

Ellen A. Lotufo, CISP

Senior Client Service Manager

Helen Manning

Senior Client Service Administrator

Kevin McLaughlin, JD

Tax Manager & Fiduciary Specialist

Lisa Melpignano, CTFA, CAP®

Senior Fiduciary Services Manager

Caroline Niro

Senior Client Service Associate

Madeleine Palmer

Client Service Associate

Sarah E. Robinson

Client Service Manager

Arijit Roy-Chowdhury

Senior Client Service Administrator

Emily Simas

Client Service Associate

Brian Yiu

Client Service Administrator

Oladoyin Apanpa

Human Resources Manager

Jack Beggs

Information Security Manager

Kara Bendanillo

Senior Administrative Assistant

Karen Corbosiero

Managing Director and Chief Operating Officer

Dana Elfenbein

Senior Human Resources Analyst

Jennifer Ellis, CPA

Managing Director and Chief Financial Officer

William Harper

Senior IT Support Analyst

Felicity Ho

Systems Support Manager

Lindsey Lane

Senior Manager, Corporate Initiatives

Huy Le

Staff Accountant

Christian Rosa

Senior Administrative Assistant

Kathleen E. Splaine

Director of Information Technology

Jamie Sullivan

Executive Assistant and Manager, Facilities

Mark Travers

Senior Infrastructure & Cloud Manager

Ann A. Ward

Director of Human Resources

Natalie Wynne

Human Resource Manager

Usman Yousaf

Controller

Amy D. Augustine

Director, ESG Investing

Laura Devenney

Manager, ESG Engagement

Jared Fernandez

Manager, Proxy Voting and ESG Analysis

Douglass Guernsey

ESG Analyst

Willow Huppert

Senior ESG Analyst

Kristen Lang

Deputy Director, ESG Investing

John Valinch

ESG Analyst

Devin Weiss

ESG Analyst

Mehtap Yagci

ESG Analyst

Stephen J. Amyouny, CFA

Co-Chief Executive Officer

Tchintcia S. Barros, CFA

Portfolio Manager

Sean A. Cameron, CFA

Portfolio Manager and Director of Fixed Income Investing

Yun Cao, CFA

Senior Investment Analyst

Ivy Chen, CFA, CAIA

Quantitative Analyst

Domenic Colasacco, CFA

Board Chair and Portfolio Manager

Damian Despotovski

Investment Analyst

Russell T. Gentry, CFA

Portfolio Manager and Manager of Quantitative Research

Kimberly D. Gluck, CFA

Managing Director and Portfolio Manager

Kabir Goyal, CFA

Portfolio Manager

Anu Gupta, CFA

Associate Portfolio Manager

Brad Hunnewell, CFA

Portfolio Manager

Amy Crandall Kaser, CFP®

Chief Investment Officer, Wealth Strategies

Dan Le, CFA

Portfolio Manager

Leanne Moore

Portfolio Manager

David A. Murray

Manager, Equity Trading

Jason T. O’Connell, CFA, CAIA, CFP®

Managing Director and Director of Wealth & Investment Management

Donald Pound

Securities Trader

Caroline Randall, CFA, CFP®

Associate Portfolio Manager

Nathaniel J. Riley, CFA

Portfolio Manager and Senior Strategist

David A. Sandell, CFA

Portfolio Manager

Lucia Santini, CFA

Managing Director and Portfolio Manager

Kenneth P. Scott, CFA

Co-Chief Executive Officer

Jennifer N. Shea, JD, CFP®

Wealth Strategist

Richard Q. Williams, CFA

Managing Director and Portfolio Manager

Aaron John Ziulkowski, CFA

Portfolio Manager and Manager, ESG Integration

Thomas J. Boland

Associate General Counsel

Ambar Daley

Compliance Manager

Barbara Keefe

General Counsel and Corporate Secretary

Valerie Quiñones

Director of Risk Management

Joisleny Ramunno

Compliance Associate

Luwam Abraha

Transaction Services Associate

Paulo Almeida

Senior Fund Services Analyst

Lina Carpino

Operations Manager

Andrew Chin

Business Systems Analyst

Stephanie Collins

Transaction Services Analyst

Jon Eng

Director of Operations

Mirely Garcia

Operations Analyst

Richard Guerrier

Operations Analyst

Jenny Liebelt

Senior Fund Services Analyst

Andrew Nalivaika

Business Systems Product Manager

Katrina L. Pelsue

Director of Fund Services

Tammy Perry, CIPM

Director of Business Systems

Shweta Rawat

Transaction Services Associate

Catelina Tandofte

Transaction Services Manager

Brieana Valdez

Operations Analyst

Lisa Wood

Senior Business Systems Analyst