Directory
MZ
Matt Zhang
Founder and Managing Partner
DG
David Guy
VP, Compliance & Chief Compliance Officer
KK
Kevin Kelly
Founder, Chief Executive Officer
BS
Brian Sugrue
Chief Information Officer
MG
Matthew Granade
Chair Of The Board Of Directors
TB
Ted Bridges
Chief Executive Officer
JS
Jack Simony
Executive Chairman
SR
Shari Greco Reiches
Founding Principal
WC
Wade Slome, CFA, CFP®
President/Founder
MM
Marc Murray
President, Consulting Director & Manager of Strategic RIA Partnerships
AT
Albert Tseng
Managing Director and Deputy Chief Investment Officer
BL
Brian Lofton
Chief Risk Officer
DC
Daniel Kim, CFA
Chief Executive Officer & Chief Investment Officer
MB
Martha Boero
Chief Accounting Officer
JC
Jayson Bronchetti, CFA, CAIA
Chairman
GV
Gerda van Velthoven
Production Manager
AK
Alex Kirikov
Portfolio manager
BC
Bridgette Coombes
Performance analyst
WN
Wembonyama Henriette Ndjoka
Leader in Women's Platform
SO
Soufiane O.
Director of Investments and Structured Finance and Head of Real Estate Investments
LW
Lindah Wayne
Inventory Manager
RL
rene leyva
buyer junior
IR
Inbal Remler
Buyer at Biosense Webster
AD
Alicia Diaz
Senior Buyer at Sigmatron International
NP
Nancy Pal
Merchandiser