scroll50-dblclk reii-genst
reii genlp

Our team

Our experienced and dedicated team of professionals continually works to offer clients more value and a better experience.

Executive leaders

Omar Aguilar

Omar Aguilar, Ph.D.

Chief Executive Officer and Chief Investment Officer
Jonathan de St. Paer

Jonathan de St. Paer

President and Chief Operating Officer

Chief Investment Officers

Brett Wander, CFA

Brett Wander

CIO of Fixed Income and Tactical Solutions

Bill McMahon

CIO of Active Equity Strategies

Senior leadership team

Patrick Cassidy, CFA

Patrick Cassidy

Head of Trading, Capital Markets, and Credit and Proxy Research
Erika Doede, CFA

Erika Doede

Head of Business Strategy and Development
Amos Robinson

Amos Robinson

Head of Sales and Client Engagement
John Sturiale, CFP®, AIF®

John Sturiale

Head of Product Management and Innovation

Corporate business partners

James Ferrarelli

James Ferrarelli

Divisional Chief Information Officer of Technology
Michael F. Hogan

Michael F. Hogan

Chief Compliance Officer
Catherine MacGregor

Catherine MacGregor

Chief Legal Officer
Angel Romero

Angel Romero

Head of Marketing
Jessica Seidlitz_Our Team

Jessica Seidlitz

Deputy Chief Compliance Officer
Tammi Torgler

Tammi Torgler

Human Resources Business Partner

Investment professionals

Christopher Bliss, CFA

Christopher Bliss, CFA

Head of Passive Equity Strategies
Maxwell Brantley

Maxwell Brantley, CFA

Portfolio Manager
Jeremy Brown

Jeremy Brown, CFA

Portfolio Manager
Ruta Bruckute

Ruta Bruckute, CFA

Portfolio Manager
Horacio Carias

Horacio Carias, CFA

Portfolio Manager
Chris Casal

Chris Casal

Portfolio Manager
Iain Clayton

Iain Clayton, CFA

Senior Portfolio Manager, Head of Quantitative Portfolio Management
James Cortez

James Cortez, CFA

Senior Portfolio Manager
Chuck Craig, CFA

Chuck Craig, CFA

Senior Portfolio Manager
Tony Creasy

Tony Creasy, CFA

Senior Portfolio Manager
Jason Diefenthaler

Jason Diefenthaler

Head of Tax-Exempt Strategies
Brian Dixon

Brian Dixon, CFA

Senior Portfolio Manager
Anton Dorokhin

Anton Dorokhin, CFA

Portfolio Manager for the Tactical Multi-Asset Solutions
Holly Emerson

Holly Emerson, CFA

Portfolio Manager
Brian Ferry

Brian Ferry, CFA

Senior Portfolio Manager
Jonathan Feske

Jonathan Feske, CFA

Senior Portfolio Manager
John Greves, CFA

John Greves, CFA

Head of Multi-Asset Strategies
Daniel Griffith

Daniel Griffith

Associate Portfolio Manager
Jiwei Gu

Jiwei Gu, CFA

Portfolio Manager
Matthew Hastings, CFA

Matt Hastings, CFA

Head of Taxable Bond Strategies

Drew Hayes, CFA

Portfolio Manager
Robert Helmstetler

Robert Helmstetler, CAIA

Portfolio Manager and Head of Wealth Portfolio Management
Brian Hillburn

Brian Hillburn, CFA

Senior Portfolio Manager and Director of Fundamental Research
Steven Hung

Steven Hung

Senior Portfolio Manager
Kelly Johnson

Kelly Johnson, CFA, CAIA

Portfolio Manager, Fixed Income
Ferian Juwono

Ferian Juwono, CFA

Senior Portfolio Manager
Dony Kang

Dony Kang, CFA

Portfolio Manager
Brendan Kerr

Brendan Kerr, CFA

Senior Portfolio Manager
John Khodarahmi

John Khodarahmi

Senior Portfolio Manager
Olga Kislova

Olga Kislova, CFA

Portfolio Manager
Linda Klingman

Linda Klingman

Managing Director and Head of Money Market Strategies
Patrick Kwok

Patrick Kwok, CFA

Portfolio Manager
Matt Lavoie

Matt Lavoie, CFA

Associate Portfolio Manager
Wei Li, Ph.D., CFA

Wei Li, Ph.D., CFA

Senior Portfolio Manager
Michael Lin

Michael Lin

Senior Portfolio Manager
Jonathan Liu

Jonathan Liu, CFA

Senior Portfolio Manager
Brian Luedtke

Brian Luedtke, CFA

Senior Portfolio Manager
John Majoros

John Majoros

Co-Head of Taxable SMA Strategies and Senior Portfolio Manager
Stephen McCulloch

Stephen McCulloch, CFA

Associate Portfolio Manager
Kasey McCurdy

Kasey McCurdy, CFA

Portfolio Manager
Mark McKissick, CFA

Mark McKissick, CFA

Senior Portfolio Manager
Christian Menegatti, Ph.D.

Christian Menegatti, Ph.D.

Portfolio Manager for Tactical Multi-Asset Solutions
Karim Menoufy

Karim Menoufy

Portfolio Manager
George Mylnikov

George Mylnikov, Ph.D.

Portfolio Manager and Head of Quantitative Research
Gretchen Novak

Gretchen Novak, CFA

Senior Portfolio Manager
Lynn Paschen

Lynn Paschen

Senior Portfolio Manager
Jamie Peek

Jamie Peek

Portfolio Manager
Nicole Perret-Gentil

Nicole Perret-Gentil

Portfolio Manager
Kevin Phiengsai

Kevin Phiengsai

Associate Portfolio Manager
Daniel Piquet, CFA

Daniel Piquet, CFA

Portfolio Manager
Alfonso Portillo, Jr.

Alfonso Portillo, Jr.

Senior Portfolio Manager
Jane Qin

Jane Qin

Portfolio Manager
Tom Richmond

Tom Richmond

Co-Head of Taxable SMA Strategies and Senior Portfolio Manager
David Rios

David Rios

Portfolio Manager
Jonathan Roman

Jonathan Roman

Senior Portfolio Manager
Kenneth Salinger, CFA

Kenneth Salinger, CFA

Head of Municipal Bond Funds
Jim Serhant

Jim Serhant, CFA

Senior Portfolio Manager
Kevin Shaughnessy

Kevin Shaughnessy, CFA

Senior Portfolio Manager
Christopher Sheehan

Christopher Sheehan

Senior Portfolio Manager
Jane Shi, CFA

Jane Shi, CFA

Portfolio Manager
Sabya Sinha

Sabya Sinha

Portfolio Manager
Rayvon Solomon

Rayvon Solomon

Associate Portfolio Manager
Zifan Tang, Ph.D., CFA

Zifan Tang, Ph.D., CFA

Senior Portfolio Manager
Britt Tippett

Britt Tippett, CFA

Portfolio Manager
Cameron Ullyatt, CFA

Cameron Ullyatt, CFA

Senior Portfolio Manager
Agnes Zau headshot

Agnes Zau, CFA

Portfolio Manager

Interested in working with us?