People

Relax in your own private think tank.

CFAs and MBAs. Tax attorneys and entrepreneurs. Professionals who average 17 years of experience as of June 30, 2023. 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
Anna Amaczi, IACCP® Deputy Chief Compliance Officer
Goli Amiri Vice President, Senior Compliance Officer
Roselyn Ayala Trust Officer
Client Services Associate
Alexis Baker Business Development Assistant
Louie Balinang IT Operations Support Analyst
Lily Barajas Administrative Assistant, Financial Planning
Yolaidy Barresi Trust Officer
Client Services Associate
Kristen Barstow Vice President
Performance Reporting
Mehdi Bensaida Vice President, Finance
Al Bhatt Managing Director
Wealth Advisor &
Relationship Manager
Jeffery M. Bishoff Chief Technology Officer
April Blackwood Assistant Vice President
Paralegal
Tanya M. Blakely Vice President
Senior Trust Officer
Nina Blanchard Assistant Vice President
Senior Trust Officer
Justin Brandt Assistant Vice President
Senior Trust Officer
Omar Carr Assistant Vice President
Systems Engineer II
Tapfuma Chibaya, CFA Director
Portfolio Manager and Thematic Research Analyst
Quinton Clemm Vice President
Wealth Advisor &
Relationship Manager
Michelle Cohen Trust Officer
Client Services Associate
Garrett Collier, CFA Vice President
Thematic Research Analyst
Christopher Colunga Vice President
Senior Compliance Officer
Matthew Craun Trust Net Administrator
Carlton W. Davis, CFA Director
Fixed Income Portfolio Manager
Rachel Dibert Senior Auditor
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 Director
Thematic Research Analyst
Lourdes Fabi Vice President
Trust Operations
Lawrence P. Fisher, II President, Family Wealth Services
Joel Friedman Chief Financial Officer
Jessica Frommer Managing Director
Head of Client Services
Deborah G. Gandy Senior Managing Director
Wealth Advisor and Relationship Manager
Bill Gentry Vice President
Senior Systems Engineer
Michael Gildenhorn Senior Managing Director
Director of Portfolio Management
Ashley G. Hall Director
Wealth Advisor and Relationship Manager
Kevin Heilenday Vice President
Associate General Counsel and Director
Kristi Henry Assistant Vice President
Financial Planning Associate
Frederick M. Hopkins, JD, CFA Managing Director
Wealth Advisor and Relationship Manager
Jessica Horner Vice President
Financial Planner
Duna Hur Vice President
Central Portfolio Manager and Equity Trader
Doda Johnson Vice President
Senior Trust Officer
Kevin Kappeler Assistant Vice President, Information Technology PMO & Reporting Manager
Laly Kassa Managing Director
Co-Head of Planning Group
Christine
Nicolaides Kearns Vice Chair and General Counsel
Elizabeth Kearns Managing Director
Co-Head of Planning Group
Carolyn A. Patterson-Kemper, CMP, DES Vice President
Head of Events
Robert Kessler Trust Operations Analyst
Michael Kleinschmidt Vice President
Jonathan Kobets Director, Wealth Advisor & Relationship Manager
Daniel Kuhnlein Associate Compliance Officer
Liz Lake Senior Vice President & Chief Data Privacy Officer
Edene Shirley Lakpa Business Development Assistant
Tracy Lall Assistant Vice President
Client Onboarding Team Manager
Liz Lambert Vice President
Trust Applications and Client Services Support
Paula A. Landau, CFP®, ChSNC®, CTFA Managing Director
Wealth Advisor and Relationship Manager
Christopher Lee, CTFA Vice President
Senior Trust Officer
Justin S. Liberti, CMT® Director
Central Portfolio Manager and Equity Trader
Colleen Lussier, CTFA Vice President
Senior Trust Officer
Christopher Maldonado Assistant Vice President, Senior Trust Officer
Eric Mason Managing Director
Trust Operations Manager
Melissa R. Mercurio Vice President
Senior Trust Officer
Irena Mkhitaryan Trust Officer
Client Services Associate
Ramona Mockoviak Senior Managing Director
Wealth Advisor and Relationship Manager
Francisco Moreno Trust Officer
Client Services Associate
Andrew Morgan Assistant Vice President
Fixed Income Associate
Ahmed Mostafa Assistant Vice President
Internal Auditor
Wendy Moyers, CFP®, CDFA® Managing Director
Wealth Advisor and Relationship Manager
Stacy C. Murchison Senior Managing Director
Chief Marketing Officer
Stefania Napolitano Vice President
Estate Planning and Fiduciary Advisor
Kimberly D. Navarro Executive Assistant
Zachary Navarro Vice President
Thematic Research Analyst
Megan Nevius Assistant Vice President
Senior Trust Officer
Rhonda Newlon Fiduciary Assistant
James Nguyen Director
Portfolio Manager and Thematic Research Analyst
Sveta Novikova Vice President
Manager IT Production Operations
Cait E. O’Hearn Executive Assistant
Emily Olusanya Business Development Assistant
Lynn M. Panagos Chief Client Services and Operations Officer
Craig Pernick Senior Managing Director
Head of Fixed Income
Amitha Prabhu Senior Vice President
Chief Audit Executive
Richard Preziosi Senior Software Developer
Sara Proctor Assistant Vice President, Senior Designer
Sarah Pulkowski Performance Analyst
Erin L. Raimundo Vice President
Senior Trust Officer
Margaret Randle Senior Trust Officer
Executive Assistant to President
Jeffrey T. Relyea Managing Director
Portfolio Management and Analytics
Melanie Risinger, CPA Vice President
Tax Reporting
Jeannette Owen Roegge Chief Fiduciary Officer
Henry Romeyn Associate Director, Institutional
Michele Russell Staff Accountant
Tanisha Samuda Assistant Vice President
Compliance Officer
Crystal Sanders Trust Officer
Client Services Associate
Lisa R. Saunders Managing Director
Senior Trust Officer
Jason Seney Vice President
Senior Trust Officer
Lorraine Sevigny Assistant Vice President
Melanie Simons, CFP® Director
Wealth Advisor & Relationship Manager
Leslie K. Smith Senior Advisor
Spencer C. Smith Senior Managing Director
Head of Institutional Investments
Jastinder Sohi, CFA Managing Director
Wealth Advisor and Relationship Manager
Gregory K. Soueid Managing Director
Head of Information Technology & Transformation
Gloria Spaans Client Services Administrator
Tim Spear Trust Officer
Michael J. Stafford, Jr., CFA Managing Director
Portfolio Manager
D. Brendan Tennant Planning Analyst
Barbara Thebo Trust Associate
Cindy Torres Marketing Assistant
Egan Valliant Trust Officer
Client Onboarding Associate
Emily Venditta Trust Officer
Client Onboarding Associate
Rhealyn Villamento-Brown Trust Operations Analyst - Cash Operations
Claire Voorhees Vice President
Wealth Advisor and Relationship Manager
Devona Wade Trust Officer
Colin Wali, CTFA Vice President
Senior Trust Officer
Christine Wallace Managing Director
Senior Portfolio Manager
Marc K. Wishkoff Senior Managing Director
Head of Business Development
Martin Withers Assistant Vice President
Internal Auditor
Kisha A. Wright Assistant Vice President
Keisha N. Young Managing Director
Custody
Chris M. Young, CFA Director
Portfolio Manager