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.

William Tanner
Co-Founder and Chairman, Co-Equity Portfolio Manager

Peter Mainstain
Partner

Matthew Humiston
President

Christian Sessing, CFA
Chief Investment Officer, Lead Equity Portfolio Manager

Katharine Kim
Chief Compliance Officer

Andrew Zamfotis, CFA
Co-Equity Portfolio Manager

Richard Schimbor, CFA
Senior Equity Analyst

Andrhe Cunha
Equity Analyst

Daniel Schniedwind, CFA
Managing Director - Fixed Income

Andrew Wood
Head of Advisory Distribution

Erin Gudino
Operations Associate

Christopher Guerrero, CISO
Equity Trader, IT

Andrew Kim
Equity Trader, Operations Associate