Team of Experts
Executive Team
![](images/profiles/glen-a.jpg)
Glen A.
Chief Executive Officer, Chief Compliance Officer
![](images/profiles/NedA.png)
Ned A.
President
![](images/profiles/RachelM.png)
Rachel M.
Chief Client Officer
![](images/profiles/Joe-S.jpg)
Joe S.
Chief Operating Officer
![](images/profiles/Clay-M.jpg)
Clay M.
Chief Technology Consultant
Investment
![](images/profiles/Robert-M.jpg)
Robert M, Ph.D.
Managing Principal, Director of Compliance
![](images/profiles/CathleenD.png)
Cathleen D
Financial and Operations Principal
![](images/profiles/bud-k.jpg)
Bud K
Senior Portfolio Analyst
![](images/profiles/brad-k.jpg)
Brad K
Senior Portfolio Analyst
![](images/profiles/ryan-k.jpg)
Ryan K
Portfolio Analyst
![](images/profiles/matt-k.jpg)
Matt K
Portfolio Analyst
Management
![](images/profiles/Phoebe-L.jpg)
Phoebe L.
VP of Financial Services
![](images/profiles/TabithaW.png)
Tabitha W.
VP of Trust Services
Operations
![](images/profiles/LeslieH.jpg)
Leslie H.
Operations Associate
![](images/profiles/DanetteS.jpg)
Danette S.
Operations Associate
![](images/profiles/Melissa-L.png)
Melissa L.
Operations Associate
![](images/profiles/Talmage-C2.jpeg)
Talmage C
Operations Associate
![](images/profiles/Britny-M.jpg)
Britny M.
Operations Associate
![](images/profiles/Cheri-T.jpg)
Cheri T.
Operations Associate
![](images/profiles/Cole-M2.jpg)
Cole M.
Operations Associate
![](images/profiles/ThenaF.png)
Thena F.
Senior Project Specialist
![](images/profiles/Dan-B.jpg)
Dan B.
Operations Associate
![](images/profiles/Caitlyn-H2.jpeg)
Caitlyn H.
Operations Associate
![](images/profiles/Amie-P.jpg)
Amie P.
Facilities Specialist
Client Services
![](images/profiles/Robin-W.jpg)
Robin W.
Client Services Associate
![](images/profiles/Anshirley-M.jpg)
Anshirley M.
Client Services Associate
![](images/profiles/Viktoria-W.jpg)
Viktoria W.
Client Services Associate
Compliance
![](images/profiles/glen-a.jpg)
Glen A.
Chief Executive Officer, Chief Compliance Officer
![](images/profiles/Robert-M.jpg)
Robert M, Ph.D.
Managing Principal, Director of Compliance
![](images/profiles/Joe-S.jpg)
Joe S.
Chief Operating Officer
![](images/profiles/CathleenD.png)
Cathleen D.
Financial and Operations Principal
Legal
![](images/profiles/Lawrence-E.jpg)
Lawrence E
Legal Counsel
![](images/profiles/george-r.jpg)
George R
Legal Counsel
Trust Officers
![](images/profiles/glen-a.jpg)
Glen A
Senior Trust Officer
![](images/profiles/NedA.png)
Ned A
Senior Trust Officer
![](images/profiles/RachelM.png)
Rachel M.
Chief Client Officer