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 and Chief Operating Officer
Chief Investment Officers

Brett Wander
CIO of Fixed Income and Tactical Solutions

Bill McMahon
CIO of Active Equity Strategies
Senior leadership team

Patrick Cassidy
Head of Trading, Capital Markets, and Credit and Proxy Research

Erika Doede
Head of Business Strategy and Development

Amos Robinson
Head of Sales and Client Engagement

John Sturiale
Head of Product Management and Innovation
Corporate business partners

James Ferrarelli
Divisional Chief Information Officer of Technology

Michael F. Hogan
Chief Compliance Officer

Catherine MacGregor
Chief Legal Officer

Angel Romero
Head of Marketing

Jessica Seidlitz
Deputy Chief Compliance Officer

Tammi Torgler
Human Resources Business Partner
Investment professionals

Christopher Bliss, CFA
Head of Passive Equity Strategies

Maxwell Brantley, CFA
Portfolio Manager

Jeremy Brown, CFA
Senior Portfolio Manager

Ruta Bruckute, CFA
Portfolio Manager

Horacio Carias, CFA
Portfolio Manager

Chris Casal
Portfolio Manager

Iain Clayton, CFA
Senior Portfolio Manager, Head of Quantitative Portfolio Management

James Cortez, CFA
Senior Portfolio Manager

Chuck Craig, CFA
Senior Portfolio Manager

Tony Creasy, CFA
Senior Portfolio Manager

Jonathan Day
Associate Portfolio Manager

Jason Diefenthaler
Head of Tax-Exempt Strategies

Brian Dixon, CFA
Senior Portfolio Manager

Anton Dorokhin, CFA
Portfolio Manager for the Tactical Multi-Asset Solutions

Holly Emerson, CFA
Portfolio Manager

Brian Enkhbat
Associate Portfolio Manager

Brian Ferry, CFA
Senior Portfolio Manager

Jonathan Feske, CFA
Senior Portfolio Manager

John Greves, CFA
Head of Multi-Asset Strategies

Daniel Griffith
Associate Portfolio Manager

Jiwei Gu, CFA
Portfolio Manager

Matt Hastings, CFA
Head of Taxable Bond Strategies

Drew Hayes, CFA
Portfolio Manager

Robert Helmstetler, CAIA
Portfolio Manager and Head of Wealth Portfolio Management

Brian Hillburn, CFA
Senior Portfolio Manager and Director of Fundamental Research

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 and 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 Taxable SMA Strategies and Senior Portfolio Manager

Stephen McCulloch, CFA
Associate Portfolio Manager

Kasey McCurdy, CFA
Portfolio Manager

Mark McKissick, CFA
Senior Portfolio Manager

Christian Menegatti, Ph.D.
Portfolio Manager for Tactical Multi-Asset Solutions

Karim Menoufy
Portfolio Manager

George Mylnikov, Ph.D.
Portfolio Manager and 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 Taxable SMA Strategies and Senior Portfolio Manager

David Rios
Portfolio Manager

Erika Rodriguez
Associate Portfolio Manager

Jonathan Roman
Senior Portfolio Manager

Kenneth Salinger, CFA
Head of Municipal Bond Funds

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
Portfolio Manager

Cameron Ullyatt, CFA
Senior Portfolio Manager

Agnes Zau, CFA
Portfolio Manager