Operations & Compliance

  Back to Your Team

 

Kyle R. Bubeck
Chief Compliance Officer

 

Brian Burke
Investment Operations

 

Terry M. Davis
Office Coordination

 

Lisa M. Gentry
Compliance

 

Brian D. Gibson, PRM
Director of Operations

 

Jennifer Griffith
Human Resources

 

Patricia R. Hetrick
Office Management

 

David C. Mangini
Investment Operations

 

Joanne M. Powell
Partner / Investment Operations

 

Hans D. Specht
Finance

 

Matthew Szoke
Information Technology

 

Wendy Wee, CIPM
Performance Analysis
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