Operations & Compliance

  Back to Your Team

 

Kyle Bubeck
Chief Compliance Officer

 

Brian Burke
Investment Operations

 

Terry Davis
Partner, Office Coordination

 

Lisa Gentry, IACCP®
Partner, Deputy Chief Compliance Officer

 

Brian Gibson, PRM
Partner, Business Operations

 

Jennifer Griffith
Partner, Human Resources

 

Patricia Hetrick
Office Management

 

David Mangini
Investment Operations

 

Joanne Powell
Partner, Investment Operations

 

Hans Specht
Finance

 

Matthew Szoke
Information Technology

 

Wendy Wee, CIPM
Performance Analysis
Menu