Our Team

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. 

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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

Director of National Accounts

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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

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Christopher Guerrero, CISO

Equity Trader, IT