Directory
DP
Douglas Pond
Co-Founder & Senior Agricultural Value Chain Advisor
JM
Jamie McLaughlin
New York Co-Chair
CY
Cindy Y.
Chief Operating Officer/Chief Compliance Officer
GC
Gib Watson, CIMA®
Chief Strategy Officer
KC
Kevin Means, CFA
Founder and Chief Investment Officer
EC
Ellen Hung, CFA
Deputy Chief Investment Officer
EC
Eric M. Courage, CFA, CFP®, CAIA
Founder / Wealth Strategy Advisor
PS
Praneet Singh
Managing Partner/ Founder
JE
Jeffrey Edelman
Co-Founder and Partner
GK
Gopala Krishnan
Chief Executive Officer
JM
John Menzies
Co-Founder and Managing Partner
TC
Trevor Scotto CPA, CFP®, CEPA
Partner and Co-Founder
DC
David Richter, CFA
Chief Investment Officer & Managing Director
JP
Joe Padellaro
Partner, Chief Investment Officer, and Chief Compliance Officer
JA
Juan Pablo Arellano
Presidente del comite de nuevas tecnologias & business inteligentent
BP
Basia Pietrawska
Chair of the Retail Asset Protection Steering Committee
FK
F Thomas D Kaplan
Chairman Finance Committee
SK
Shana Klinge
Chairman
PS
Peter Schrobenhauser
Chairman/Owner
RH
Rick Hirsh
Chairman
ML
Melissa Lowther
Chair
DK
Daniel King
Chair, Continued Professional Certification Assessment Practice Panel
JG
Jannae Gammage
Chairman of Base Ventures, CEO of Foresight
CC
Chandran Rasalingam, CLU, CHS
Chairman
AG
Alan Guibord
Chairman and Founder