Directory
MR

Mark Rubin

CFO / COO
JF

Jean Fonteneau

Chief Operating Officer
PC

Peter Thoms, CFA

Founder and Investment Advisor
EC

Eric Green, CFA

Chief Investment Officer-Equity
JH

Jonathan Heckscher

Chief Investment Officer and Director of Fixed Income
CN

Clay Norrbom

President
DH

Dustin Harris

Partner and Co-founder
MR

Matthew Rothman

CEO, Investment Committee Member
CD

Calvin D’Rozario

Founder & CEO
CT

Chelsea Tho

Chair, Trinity College Meeting (Student Government)
TV

Teresa Valko

Volunteer Chair, Walk to End Alzheimer’s
HH

Hayder Hilo

Recruitment Chair
LS

Lisa Son

Diversity, Equity and Inclusion Chair
LW

Leslie W.

Chairperson
JM

Julianne Murphy

Recruitment Chair
TP

Timothy Pao

Recruitment Chair
JC

Jere Cowden

Retired Chairman Cowden Associates, Cowden Financial & Managing Director Blue Prairie Group Pgh.
JC

Janelle Marra, DO, FAAFP, CAQSM

Diversity and Inclusion Chair
JD

James Degnan

Conservation Commission - Chair
ML

Michael Liu

Interim Chair, Pharmacy Practice
RW

Richard Wurtzburger

Chairman - Annual Celebrity Golf Tournament