Our Team

By bringing together experienced professionals with distinctive and diverse backgrounds, we have built a collective expertise that is difficult to match. We are equipped to handle our clients’ needs with an excellent level of service.

Sue Banglmaier

Senior Manager – Operations

Chris Burke

Director

Majesta Calderwood

Senior Associate – Operations

Amy Cantor

Senior Associate – Client Services

Mary Beth Carozza

Senior Director – Client Services

Laura Christian

Senior Manager – Client Services

Devin Cragin

Associate Portfolio Manager

Alexis Damasceno

Manager – Operations

Al Freeman

Senior Managing Director
Director of Research

Bill Gough

Senior Managing Director

Ted Haddad

Co-Founder and Senior Managing Director

Jan Hewlett

Co-Founder and Senior Managing Director

Jean Keller

Senior Manager – Operations

Karen Knapp

Executive Assistant

Tracey Koukis

Director - Operations

Dan McEnroe

Co-Founder and Senior Managing Director
Chief Compliance Officer

Andrew Ralph

Associate – Operations

Annie Ross

Senior Manager – Client Services

Jeff Shanahan

Director – IT

Denise Stabley

Senior Manager – Client Services

Paul Ragheb

Co-Founder and Senior Managing Director

Ben Upward

Portfolio Manager

Mark Van Faussien

Senior Managing Director

Doris Tuerk Ward

Director - Operations