Our Team

Christi N. Arrington, CPA

Senior Accounting Manager

Senior Vice President

Temitope D. Ayoola, CFA^®, FRM

Data and Applications Manager

Vice President

David A. Bristol, Jr.

Vice Chairman

Principal

Shareholder

Todd A. Burchett, FRM, CAIA, CFA^®

Chief Investment Officer

Senior Managing Director

Shareholder

Mayra A. De Leon, CPA

Senior Corporate and Benefits Accountant

Senior Vice President

Damon L. Drouet, MBA

Senior IT and Systems Director

Senior Vice President

Shareholder

Matthew P. Duncan, CIPM

Senior Investment Performance and Implementation Associate

Vice President

D. Fort Flowers, Jr., CFA®

Executive Chairman

Shareholder

Foluyinka B. Folowosele, MSA, MBA, CPA

Accounting Manager

Vice President

Lissa S. Gangjee, JD, CFP^®

President and Chief Executive Officer

Shareholder

Kelsey W. Gray, JD

Senior Relationship Officer

Senior Vice President

Brandon D. Harsell, CPA

Director of Tax Planning

Senior Relationship Officer

Managing Director

Shareholder

Michael J. Hoffman, Sr., JD

Senior Relationship Officer

Senior Vice President

SueEllyn Kunkel

Operations Manager

Senior Vice President

Lucita C. Landers

Operations Manager

Vice President

Julie A. McCaughey, JD

General Counsel & Director of Human Resources

Senior Managing Director

Shareholder

Ross W. Nager, MPA, CPA

Of Counsel

Shareholder

Drew K. Nelson, MS, CPA, CFA^®

Portfolio Manager

Vice President

Sophia Papadopoulos, CPA, CFA^®

Director of Hedge Funds & Real Assets

Senior Vice President

Shareholder

James C. Reed, MBA, CFA^®

Director of Business Operations

Managing Director

Shareholder

Katherine M. Rose, MBA, CFA^®, CTFA

Managing Director

Shareholder

Scott E. Snyder, CFA^®, MBA, CAIA

Head of Equities

Senior Vice President

Robert J. Sweeney, CPA, CFP®

Of Counsel

Shareholder

Ingrid Y. Tang, CAIA, MBA, CFA^®

Portfolio Manager – Corporate Finance & Venture Capital

Senior Vice President

Devangi D. Thakkar, CPA, MBA, CFA^®

Investment Performance and Reporting Manager

Vice President

Stephanie A. Trejo

Senior Operations Manager

Senior Vice President

Anne-Lise A. Wiegand, CPA

Chief Financial Officer

Managing Director

Shareholder

David L. Zahn, CPA, CFP^®

Director of Client Service

Senior Relationship Officer

Managing Director

Shareholder