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

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

Matthew Dorband
Director of Sales and Marketing

Andrew Wood
Head of Advisory Distribution

Erin Gudino
Operations Associate

Christopher Guerrero, CISO
Equity Trader, IT

Andrew Kim
Equity Trader, Operations Associate