As a client, you’ll be supported by a team of experts who are dedicated to helping you achieve your financial goals. Client service is of utmost importance to us.Â
William Tanner
Co-Founder and Chairman, Co-Equity Portfolio Manager
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Peter Mainstain
Partner
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Matthew Humiston
President
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Christian Sessing, CFA
Chief Investment Officer, Lead Equity Portfolio Manager
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Katharine Kim
Chief Compliance Officer
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Andrew Zamfotis, CFA
Co-Equity Portfolio Manager
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Richard Schimbor, CFA
Senior Equity Analyst
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Andrhe Cunha
Equity Analyst
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Daniel Schniedwind, CFA
Managing Director - Fixed Income
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Matthew Dorband
Director of Sales and Marketing
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Andrew Wood
Head of Advisory Distribution
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Annalisa Flore
Sales Associate
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Erin Gudino
Operations Associate
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Nancy Listiawan, CFP®
Equity Trader, Operations Associate
![Image20240523022615 Image20240523022615](https://amiassetmanagement.com/wp-content/uploads/2024/05/Image20240523022615.jpg)
Christopher Guerrero, CISO
Equity Trader, IT