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