Executive Team
Portfolio Construction
Andrei O. Marinich
Vice President
Andrei O. Marinich
Todd Kerin
Vice President
Todd Kerin
Harsh Parikh
Vice President
Harsh Parikh
Saleem Banatwala
Director
Saleem Banatwala
Anar S. Patel
Director
Anar S. Patel
Investment Strategy
Richard Tavis
Vice President
Richard Tavis
Matthew Dingee
Vice President
Matthew Dingee
Thomas Byrne
Director
Thomas Byrne
Trade, Operations & Technology
Robert Whalen
Vice President
Robert Whalen
Lauren Barone
Vice President
Lauren Barone
Diane Kane
Vice President
Diane Kane
John D'Alessandro
Vice President
John D'Alessandro
Gregory Principato
Manager
Gregory Principato
Andrea Osborne-Ralph
Associate Manager
Andrea Osborne-Ralph
Pawel Swiecki
Project Management Specialist
Pawel Swiecki
Portfolio Consulting Services
Rick T. Babich
Vice President
Rick T. Babich
Joseph Hunt
Vice President
Joseph Hunt
Jeffrey Peasley
Vice President
Jeffrey Peasley
Michael C. Wasserman
Vice President
Michael C. Wasserman
Lynn Leis
Vice President
Lynn Leis
Caroline Murphy
Vice President
Caroline Murphy
David Alter
Director
David Alter
Steven West
Director
Steven West
Kathreen-Marie Capiral
Director
Kathreen-Marie Capiral
Conor O'leary
Director
Conor O'leary
Camille Faraji
Associate
Camille Faraji
Investing involves risks. Some investments have more risk than others. The investment return and principal value will fluctuate and the investment, when sold, may be worth more or less than the original cost and it is possible to lose money. Past performance is not a guarantee of future results. Since no one manager/investment program is suitable for all types of investors, this material is provided for informational purposes only. Clients' investment objectives, risk tolerances, and liquidity needs must be reviewed before introducing suitable manager/investment programs. There is no guarantee portfolio managers will achieve their objectives. For tax advice, clients should consult their tax professional regarding their particular situation.
1052945-00001-00
For compliance use only 1052945-00001-00