Directory
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
DK

Daniel King

Chair, Continued Professional Certification Assessment Practice Panel
JG

Jannae Gammage

Chairman of Base Ventures, CEO of Foresight
AG

Alan Guibord

Chairman and Founder
VS

Vignesh Swaminathan

Sustainability Commission Chair
CR

Clay Robinson

Chairman
EA

Eric Agee

Chair of Health and Physical Education
MR

Marc Rosso

Chair Elect Nebraska Section of AWWA
RJ

Ryan Johnson

2020 Chair, Technology in Architectural Practice (TAP)