Investments

Investments

Dedicated Investment Staff Navigating the Markets for You

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Investment Team
A smiling man in a suit and tie stands in front of a blurred background with lights. He has short brown hair and a neatly trimmed beard.

Chris Adamo

Portfolio Manager & Trader
A young man with short light brown hair, wearing a black suit jacket and white dress shirt, smiles while standing in front of a blurred, modern office background.

Sean Anderson

Senior Trader & Associate Portfolio Manager
Man in a suit and tie with short brown hair poses against a blurred, light blue background. He is facing forward with a slight smile, wearing a dark blazer and light shirt.

Corey Beezhold

Senior Trader
A man with dark hair wearing a dark pinstripe suit, white shirt, and dark tie, smiling at the camera, with a blurred light blue and white background.

Eric Bland, CFP®, CFA

Principal & Managing Director, Portfolio Management & Trading
A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Principal & Managing Director, Investment Communications
A man in a dark suit and blue tie is smiling in a professional setting with a blurred cityscape in the background.

Ford Donohue, CFA

Principal & Managing Director, Public Markets
A young man in a suit and tie smiles at the camera. The background is blurred, featuring soft lights and abstract shapes, suggesting an indoor office or professional setting.

Emilio Egea

Senior Investment Analyst
A man in a blue suit and red tie smiles at the camera. The background is a blurred office setting with blue and green tones.

Jonathan Farr, CFA

Director, Private Markets
A person in a suit and red plaid tie smiles at the camera. The background is softly blurred and features lights, giving the image a professional appearance.

Kyle Harris, CFA

Portfolio Manager & Trader
A person with long, light brown hair is smiling, wearing a dark blazer, a red top, and a pearl necklace. The background is blurred with a blue and white tone.

Sarah Hipp Hauptman

Managing Director, Private Real Estate
A man in a suit and tie smiles in front of a blurred, modern office background with soft lighting and glass architecture.

Joel Houck, CFP®, CFA, CAIA

Principal & Managing Director, Investment Solutions
A person wearing a dark suit, white shirt, and blue tie stands in front of a blurred background. They have short hair and a neutral expression.

Max Hurd

Investment Analyst
A woman with long blond hair is smiling at the camera. She is wearing a sleeveless red top. The background is a blurred blue-gray gradient.

Stephanie Lang, CFA

Principal & Chief Investment Officer
A smiling man with a bald head and beard, wearing a dark suit jacket and white shirt, stands in front of a blurred, modern indoor background with soft lighting.

Michael Mele, CFA

Portfolio Manager
A man with short dark hair, wearing a navy blue suit, white shirt, and dark tie, smiles at the camera against a blurred office background with bright lights.

Dan Mento, CFA

Portfolio Manager
A man in a suit and tie smiles at the camera against a blurred background with soft lighting and bokeh effects.

Jonathan Morgan

Investment Analyst
A man in a suit and pink striped tie smiles at the camera with a blurred office background behind him.

Josh Rowe, CFA, PhD

Principal & Managing Director, Research & Family Office Investment Strategy
A man with short dark hair, wearing a dark suit, white shirt, and light blue tie, smiles at the camera. The background is blurred with soft blue and white tones.

Zach Ruchman

Principal & Managing Director, Private Markets
A young man with short brown hair, wearing a dark suit jacket and white shirt, smiles at the camera against a blurred, modern office background.

Matthew Sanders

Senior Investment Analyst
A person with short brown hair and a beard is smiling while wearing a gray suit, a light blue shirt, and a patterned tie. The background is softly blurred but appears to depict a modern interior setting.

Adam Shealy, CFA

Director, Fixed Income
A man with short blonde hair is wearing a dark suit, white shirt, and light blue tie. He is smiling and positioned against a blurred blue-gray background.

Fitz Smoak, CFA, CAIA

Senior Investment Analyst
A man in a suit and tie stands smiling in front of a blurred background. He has short dark hair and is wearing a gray suit with a light blue shirt and a patterned tie.

David Zisek, CFA

Senior Investment Analyst