People

Relax in your own private think tank.

CFAs and MBAs. Tax attorneys and entrepreneurs. Professionals who average more than 20 years of experience. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Jeff Whitaker President
Chief Executive Officer
Amy P. Raskin Chief Investment Officer
A. Alan Adler, III Managing Director
Senior Portfolio Manager
Roselyn Ayala Client Services Associate
Carson Babbitt Network Support Analyst
Jillian Barradas Business Development Assistant
Kristen Barstow Assistant Vice President
Mehdi Bensaida Vice President, Finance
Jeffery M. Bishoff Chief Technology Officer
Tanya M. Blakely Vice President
Senior Trust Officer
Antoaneta Borisova Client Services Associate
Justin Brandt Client Services Associate
Tapfuma Chibaya, CFA Vice President
Portfolio Manager and Thematic Research Analyst
Michelle Cohen Trust Officer
Client Services Associate
Garrett Collier Fixed Income Associate
Christopher Colunga Assistant Vice President
Compliance Officer
Matthew Craun CRM Administrator
John A. Cutler Senior Advisor
Carlton W. Davis, CFA Vice President
Fixed Income Portfolio Manager
Jeffrey C. Dillman, CFA Managing Director
Senior Portfolio Manager
Edward B. Dobranetski, CFA Managing Director
Senior Portfolio Manager
Blake K. Doyle Head of Institutional Sales
Head of Product Development
Paul R. Duncan Vice President
Chief Compliance Officer
Bobby Eubank, CFA Thematic Research Analyst
Lourdes Fabi Vice President
Trust Operations
Anthony Ferry Performance Analyst
Lawrence P. Fisher, II President, Family Wealth Services
Joel Friedman Chief Financial Officer
Jessica Frommer Managing Director
Head of Client Services
Sebastian Fuentes Vice President
Senior Trust Officer
Deborah G. Gandy Managing Director
Wealth Advisor and Relationship Manager
David Gicheru Reporting Analyst
Michael Gildenhorn Senior Managing Director
Director of Portfolio Management
Ashley G. Hall Vice President
Wealth Advisor and Relationship Manager
Alexander Hanna Assistant Vice President
Senior Trust Ops Officer
Kevin Heilenday Vice President
Associate General Counsel and Director
Kristi Henry Assistant Vice President
Financial Planning Associate
Merrill Hermann Marketing Events Coordinator
Frederick M. Hopkins, JD, CFA Managing Director
Wealth Advisor and Relationship Manager
Duna Hur Equity Trader
Doda Johnson Assistant Vice President
Senior Trust Officer
Kathryne Kaibni Executive Assistant
Laly Kassa Managing Director
Co-Head of Planning Group
Christine
Nicolaides Kearns Vice Chair and General Counsel
Elizabeth Kearns Director
Co-Head of Planning Group
Hervé Kivuvu Client Onboarding Associate
Michael Kleinschmidt Vice President
Senior Trust Officer
Tracy Lall Assistant Vice President
Client Onboarding Team Manager
Liz Lambert Vice President
Trust Applications and Client Services Support
Paula A. Landau, CFP®, CTFA Managing Director
Wealth Advisor and Relationship Manager
Dan Ledwith, CFA Vice President
Investment Solutions
Christopher Lee Assistant Vice President
Senior Trust Officer
James Leverett Trust Operations Officer
Justin S. Liberti, CMT® Vice President
Laura Marsh Marketing Production and Design Specialist
Eric Mason Managing Director
Trust Operations Manager
Melissa Mercurio Assistant Vice President
Senior Trust Officer
Josanne Miller Assistant Vice President
Compliance Officer
Francisco Moreno Client Services Associate
Octavia Morman Client Services Associate
Blake Morris Assistant Vice President
Internal Auditor
Wendy Moyers, CFP®, CDFA® Director
Wealth Advisor and Relationship Manager
Stacy C. Murchison Chief Marketing Officer
Kimberly D. Navarro Executive Assistant
Zachary Navarro Thematic Research Analyst
Megan Nevius Assistant Vice President
Senior Trust Officer
Rhonda Newlon Business Development Assistant
Sveta Novikova Vice President
Operations Coordinator
Lynn M. Panagos Chief Client Services and Operations Officer
Veronica Parker Assistant Vice President
Senior Trust Officer
Craig Pernick Senior Managing Director
Head of Fixed Income
Amitha Prabhu Senior Vice President
Chief Audit Executive
Richard Preziosi Senior Software Developer
Erin L. Raimundo Vice President
Senior Trust Officer
Margaret Randle Senior Trust Officer
Executive Assistant to President
Jeffrey T. Relyea Managing Director
Investment Solutions
Melanie Risinger, CPA Vice President
Tax Reporting
Jeannette Owen Roegge Chief Fiduciary Officer
Henry Romeyn Associate Director, Institutional
Michele Russell Staff Accountant
Davide Sarkodee Trust Officer
Client Services Associate
Lisa R. Saunders Managing Director
Senior Trust Officer
Jason Seney Vice President
Sneha Senjalia, CFA Vice President
Senior Trust Officer
Lorraine Sevigny Trust Operations Officer
Leslie K. Smith Senior Advisor
Spencer C. Smith Managing Director
Head of Institutional Investments
Jastinder Sohi, CFA Managing Director
Wealth Advisor and Relationship Manager
Gloria Spaans Client Services Administrator
Tim Spear Client Onboarding Associate
Michael J. Stafford, Jr., CFA Managing Director
Portfolio Manager
D. Brendan Tennant Planning Analyst
Barbara Thebo Trust Associate
Lauren Vasunda Assistant Vice President
Senior Internal Auditor
Devona Wade Trust Officer
Colin Wali Assistant Vice President
Senior Trust Officer
Christine Wallace Managing Director
Senior Portfolio Manager
James K. Webster Client Onboarding Associate
Marc K. Wishkoff Senior Managing Director
Head of Business Development
Leopold Wisniewski IT Operations Support Analyst
Stacey Worman, Ph.D Thematic Research Analyst
Kisha A. Wright Trust Operations Officer
Keisha N. Young Assistant Vice President
Senior Trust Officer
Fareena Zeeshan Client Services Associate

People

Relax in your own private think tank.

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