Our team
Our experienced and dedicated team of professionals continually works to offer clients more value and a better experience.
Executive leaders
Omar Aguilar, Ph.D.
Chief Executive Officer and Chief Investment Officer
Jonathan de St. Paer
President, Chief Operating Officer
Chief Investment Officers
Brett Wander, CFA
Managing Director, Chief Investment Officer, Fixed Income Strategies
Bill McMahon, CFA
Managing Director, Chief Investment Officer, Active Equity Strategies
Senior leadership team
Kelly Briden
Managing Director, Head of Investment Management Marketing
James Ferrarelli
Managing Director, Divisional Chief Information Officer of Technology
Michael F. Hogan
Managing Director, Chief Compliance Officer
Erin Montgomery
Director, Asset Management Strategy and Employee Development
Amos Robinson
Managing Director, Head of Sales and Client Engagement
John Sturiale, CFP®, AIF®
Managing Director, Head of Product Management and Strategy
Investment professionals
Christopher Bliss, CFA
Managing Director, Head of Passive Equity Strategies
Maxwell Brantley, CFA
Portfolio Manager
Jeremy Brown
Portfolio Manager
Ruta Bruckute, CFA
Portfolio Manager
Horacio Carias, CFA
Portfolio Manager
Chris Casal
Associate Portfolio Manager
Iain Clayton, CFA
Senior Portfolio Manager
James Cortez, CFA
Portfolio Manager
Chuck Craig, CFA
Senior Portfolio Manager
Tony Creasy, CFA
Senior Portfolio Manager
Brandon Cromer
Associate Portfolio Manager
Jason Diefenthaler
Senior Portfolio Manager Head of Wasmer Municipal Bond Strategies
Brian Dixon, CFA
Senior Portfolio Manager
Anton Dorokhin, CFA
Portfolio Manager
Holly Emerson, CFA
Portfolio Manager
Brian Ferry, CFA
Senior Portfolio Manager
Jonathan Feske, CFA
Portfolio Manager
John Greves, CFA
Managing Director, Head of Multi-Asset Strategies
Daniel Griffith
Associate Portfolio Manager
Jiwei Gu, CFA
Portfolio Manager
Matt Hastings, CFA
Managing Director, Head of Taxable Bond Strategies
Drew Hayes, CFA
Portfolio Manager
Robert Helmstetler, CAIA
Head of Wealth Portfolio Management
Brian Hillburn, CFA
Senior Portfolio Manager
Steven Hung
Senior Portfolio Manager
Kelly Johnson, CFA, CAIA
Portfolio Manager, Fixed Income
Ferian Juwono, CFA
Senior Portfolio Manager
Dony Kang, CFA
Portfolio Manager
Brendan Kerr, CFA
Senior Portfolio Manager
John Khodarahmi
Senior Portfolio Manager
Olga Kislova, CFA
Portfolio Manager
Linda Klingman
Managing Director, Head of Money Market Strategies
Patrick Kwok, CFA
Portfolio Manager
Matt Lavoie, CFA
Associate Portfolio Manager
Wei Li, Ph.D., CFA
Senior Portfolio Manager
Michael Lin
Senior Portfolio Manager
Jonathan Liu, CFA
Senior Portfolio Manager
Brian Luedtke, CFA
Senior Portfolio Manager
John Majoros
Co-Head of Wasmer Schroeder Taxable Bond Strategies and a Senior Portfolio Manager
Stephen McCulloch, CFA
Associate Portfolio Manager
Kasey McCurdy, CFA
Associate Portfolio Manager
Mark McKissick, CFA
Senior Portfolio Manager
Christian Menegatti, Ph.D.
Managing Director
Karim Menoufy
Portfolio Manager
George Mylnikov, Ph.D.
Managing Director and Portfolio Manager also Head of Quantitative Research
Gretchen Novak, CFA
Senior Portfolio Manager
Lynn Paschen
Senior Portfolio Manager
Jamie Peek
Portfolio Manager
Nicole Perret-Gentil
Portfolio Manager
Kevin Phiengsai
Associate Portfolio Manager
Daniel Piquet, CFA
Portfolio Manager
Alfonso Portillo, Jr.
Senior Portfolio Manager
Jane Qin
Portfolio Manager
Tom Richmond
Co-Head of Wasmer Schroeder Taxable Bond Strategies and Senior Portfolio Manager
Emily Riddell, CFA
Senior Portfolio Manager
David Rios
Portfolio Manager
Jonathan Roman
Senior Portfolio Manager
Kenneth Salinger, CFA
Managing Director, Head of Tax-Exempt Bond Strategies
Jim Serhant, CFA
Senior Portfolio Manager
Kevin Shaughnessy, CFA
Senior Portfolio Manager
Christopher Sheehan
Senior Portfolio Manager
Jane Shi, CFA
Portfolio Manager
Sabya Sinha
Portfolio Manager
Rayvon Solomon
Associate Portfolio Manager
Zifan Tang, Ph.D., CFA
Senior Portfolio Manager
Britt Tippett, CFA
Associate Portfolio Manager
Cameron Ullyatt, CFA
Senior Portfolio Manager
Agnes Zau, CFA
Portfolio Manager