Founding principals

Senior Leadership

Function heads

GLOBAL INVESTMENT RESEARCH

STRATEGY, RISK & ANALYTICS

PORTFOLIO SOLUTIONS

INFRASTRUCTURE, FINANCE & COMPLIANCE

BUSINESS DEVELOPMENT

Founding Principals

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Tony Kao

Managing Principal

Ray Iwanowski

Founding Principal

Senior Leadership

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Tony Kao

Managing Principal

Kam Chang

Head – OCIO & Fiduciary Management

Scott Freemon, CFA

Head - Strategy, Risk & Analytics

Matt Gillis

Head – Infrastructure

Pattie Hand

Chief Compliance Officer

Dmitri Smolansky

Head – Portfolio Solutions

Function Heads

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Scott Carroll

Head of Operations

Erik Davey

Director of UK & Europe

Dawn Drakeford

Director of Finance

Pattie Hand

Chief Compliance Officer

Eric Lok

Chief Technology Officer

Global Investment Research

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Kam Chang

Head – OCIO & Fiduciary Management

Erik Davey

Director of UK & Europe

Andrew Bang

Client Services

Bo Brownlee, CFA

Global Equity Strategist

Philip DiDio

Portfolio Manager

Florence Fong-Lopez, CFA

Portfolio Manager

Ryan Gartin

Investment Analyst

Anoop Kumar, CFA

Portfolio Manager

Peter Madden

Real Estate Portfolio Advisor

Sam McKeown

Investment Analyst

Gino Reina, CFA

Client Services

Edgar Sullivan, CFA

Macro Economist

Angela Xu, CFA

Investment Analyst

Strategy, Risk & Analytics

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Scott Freemon, CFA

Head - Strategy, Risk & Analytics

Nick Allen, CFA

Client Advisory Manager

David Morton, FFA

Head of UK Investment Strategy

Tom Stephens, CFA

Risk Manager & Head of Client Reporting

Portfolio Solutions

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Dmitri Smolansky

Head – Portfolio Solutions

Dylan Nalbandian

Trader

Parth Purohit

Portfolio Manager

Steven Ryu

Portfolio Manager/ Researcher

Sawyer Sui, CFA

Portfolio Manager/ Researcher

Berk Torun

Quantitative Analyst

 Infrastructure, Finance & Compliance

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Matt Gillis

Head – Infrastructure

Scott Carroll

Head of Operations

Dawn Drakeford

Director of Finance

Pattie Hand

Chief Compliance Officer

Eric Lok

Chief Technology Officer

Tameeka Bailey

Compliance Officer

Sarah Colón

Staff Accountant

Ashley Daley

Office Assistant

Candice Fang

Software Developer

Rahul Jain

Operations Analyst

Tafadzwa Katiyo

Operations Manager

Patrick Lopez

Implementation Manager

Chris Naimo

Quantitative Research Developer

Chris Savard

IT Director

Carolyn Twist

Advisor

Verity Wakeford

Office Manager

Caesar Xu

Software Developer

Business Development

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Jason Allan, FIA

Head of UK Distribution

Phil Redding

Advisor