Our team brings an extraordinary diversity of expertise to bear in serving our clients in a discipline where experience and skill matter

Chris Abbruzzese, Managing Director, Chief Investment Officer

Chris Abbruzzese

Managing Director
Chief Investment Officer

David Reichle, Managing Director, Chief Portfolio Strategist

David Reichle

Managing Director
Chief Portfolio Strategist

Ellen Kim, Managing Director, Chief Operating Officer

Ellen Kim

Managing Director
Chief Operating Officer

John Bala, Senior Client Adviser

John Bala

Senior Portfolio Manager

Wendy Maroun, Senior Client Service Specialist

Wendy Maroun

Senior Client Service Specialist

Jamie Iversen, Senior Client Service Specialist

Jamie Iversen

Senior Client Service Specialist