Our Team

Leslie Kiefer Amann, JD

Of Counsel

Call Email vCard

Christi N. Arrington, CPA

Accounting Manager

Vice President

Call Email vCard

Temitope D. Ayoola, CFA^®, FRM

Director of Business Operations

Vice President

Call Email vCard

David A. Bristol, Jr.

Vice Chairman

Principal

Shareholder

Call Email vCard

Todd A. Burchett, FRM, CAIA, CFA^®

Chief Investment Officer

Senior Managing Director

Shareholder

Call Email vCard

Mayra A. De Leon, CPA

Senior Corporate and Benefits Accountant

Vice President

Call Email vCard

Damon L. Drouet, MBA

Systems Director

Senior Vice President

Shareholder

Call Email vCard

Matthew P. Duncan, CIPM

Senior Investment Performance and Implementation Associate

Vice President

Call Email vCard

D. Fort Flowers, Jr., CFA®

Executive Chairman

Shareholder

Call Email vCard

Foluyinka B. Folowosele, MSA, MBA, CPA

Accounting Manager

Vice President

Call Email vCard

Lissa S. Gangjee, JD, CFP^®

President and Chief Executive Officer

Shareholder

Call Email vCard

Kelsey W. Gray, JD

Senior Relationship Officer

Vice President

Call Email vCard

Brandon D. Harsell, CPA

Director of Tax Planning

Senior Relationship Officer

Managing Director

Shareholder

Call Email vCard

Michael J. Hoffman, Sr., JD

Senior Relationship Officer

Senior Vice President

Call Email vCard

Amor M. Joseph

Executive Assistant

Assistant Vice President

Call Email vCard

SueEllyn Kunkel

Operations Manager

Vice President

Call Email vCard

Lucita C. Landers

Senior Operations Associate

Assistant Vice President

Call Email vCard

Laura A. Lynch

Client Relationship Officer

Assistant Vice President

Call Email vCard

Julie A. McCaughey, JD

General Counsel and Director of Human Resources

Managing Director

Shareholder

Call Email vCard

A. Lizette Montano

Client Relationship Officer

Assistant Vice President

Call Email vCard

Ross W. Nager, MPA, CPA

Of Counsel

Shareholder

Call Email vCard

Drew K. Nelson, MS, CPA, CFA^®

Associate Portfolio Manager

Vice President

Call Email vCard

Sophia Papadopoulos, CPA, CFA^®

Director of Hedge Funds & Real Assets

Senior Vice President

Shareholder

Call Email vCard

Marisol Paredes

Client Relationship Officer

Assistant Vice President

Call Email vCard

Bartley J. Rainey, CPA, CFA®

Of Counsel

Shareholder

Call Email vCard

B. Beth Raza, MBA

Accounting Manager

Vice President

Call Email vCard

James C. Reed, MBA, CFA^®

Director of Business Operations

Managing Director

Shareholder

Call Email vCard

Katherine M. Rose, MBA, CFA<sup>®</sup>, CTFA Photo

Katherine M. Rose, MBA, CFA^®, CTFA

Managing Director

Shareholder

Call Email vCard

Scott E. Snyder, CFA^®, MBA, CAIA

Head of Equities

Vice President

Call Email vCard

Bruce L. Swanson, PhD

Of Counsel

Shareholder

Call Email vCard

Robert J. Sweeney, CPA, CFP®

Of Counsel

Shareholder

Call Email vCard

Ingrid Y. Tang, CAIA, MBA, CFA^®

Portfolio Manager

Vice President

Call Email vCard

Devangi D. Thakkar, CPA, MBA, CFA^®

Investment Performance and Reporting Manager

Vice President

Call Email vCard

Stephanie A. Trejo

Senior Operations Manager

Senior Vice President

Call Email vCard

Anne-Lise A. Wiegand, CPA

Chief Financial Officer

Managing Director

Shareholder

Call Email vCard

David L. Zahn, CPA, CFP^®

Director of Corporate Relations

Senior Relationship Officer

Managing Director

Shareholder

Call Email vCard

Cookie	Duration	Description
__cf_bm	1 hour	This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
_cfuvid	session	The _cfuvid cookie is used to allow the Cloudflare WAF to distinguish individual users who share the same IP address. Visitors who do not provide the cookie are likely to be grouped together and may not be able to access the site if there are many other visitors from the same IP address.
cookielawinfo-checkbox-advertisement	1 year	Set by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category.
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
CookieLawInfoConsent	1 year	CookieYes sets this cookie to record the default button state of the corresponding category and the status of CCPA. It works only in coordination with the primary cookie.
rc::a	never	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::c	session	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
wpEmojiSettingsSupports	session	WordPress sets this cookie when a user interacts with emojis on a WordPress site. It helps determine if the user's browser can display emojis properly.

Cookie	Duration	Description
_hjSession_*	1 hour	Hotjar sets this cookie to ensure data from subsequent visits to the same site is attributed to the same user ID, which persists in the Hotjar User ID, which is unique to that site.
_hjSessionUser_*	1 year	Hotjar sets this cookie to ensure data from subsequent visits to the same site is attributed to the same user ID, which persists in the Hotjar User ID, which is unique to that site.
_hjTLDTest	session	To determine the most generic cookie path that has to be used instead of the page hostname, Hotjar sets the _hjTLDTest cookie to store different URL substring alternatives until it fails.

Meet Our Team