Directory
PZ
Patty (Verbeeck) Zemlanicky
Chief Financial Officer and Chief Compliance Officer
YG
Yuriy Gelfman
Principal and Chief Investment Officer
CC
Charles Cassel
Chief Executive Officer
JB
James Buckley
Founder & Principal
CM
Christopher Moore
General Counsel, Chief Compliance Officer
SR
Sara Rosenthal
Co-Founder
DJ
Daniel Johnedis
President and Chief Investment Officer
BH
Bob Hartsook
Chair and Ceo
BV
Becky Cameron Valcq
Chairperson
QC
Qoomail Dewji, CPA, CA, CFA
Chair, Industry Relations & Corporate Governance Committee
JF
Jessica Flores
Chair of Youth Advisory Council, PCIA
ET
Emile C. Thompson
Chairman
MS
Madeline Lewis Soviero
Compliance Chairwoman/ Quality Manager
KD
Kenneth Dobbs
Chairman of History
SS
Stacey Swann
Chairperson
AR
Adam Rosen
Chair of the Presidents' Council
JS
Jillian Stringer
Chairperson
MT
Michael Tanner
Chairman - Village Services
JH
Jeff Hartgen
Chairman & Principal
JH
Jun Steed Huang
Chief Scientist, Chairman
PH
Paul Hay
Chairman
JP
Jim Phillips
Chairman and CEO
LD
Lorenzo Durso
Chairman and President
SB
Samuel Beutelspacher
Chairman
JJ
JB Jaso
Affiliate Chair, Orange County