Our Team

Mark Aaron

Partner, President

Grant Babyak

Partner, Chairman & Portfolio Manager

Joshua Bischoff

Partner, Head of Trading, Portfolio Manager

Eric Biscow

Vice President, Operations

Jeffrey Braemer, CFA

Partner, Head of Relationship Management & Product Management

Sonu Chawla, CFA

Partner, Portfolio Manager & Research Analyst

Nancy Chu

Senior Financial Controller

David Ferreiro, Ph.D.

Partner, Portfolio Manager & Research Analyst

Siobhan Flannery

Director, Consultant Relations

William Garrison

Director, Trading

Marisa Hernandez, CFA

Director, Research Analyst

David Hirsh

Partner, Portfolio Manager & Research Analyst

Jacqueline Kepple, CPA

Chief Financial Officer

Preeti Kohli

Chief Compliance Officer & General Counsel

Alexandra Koptsev

Associate, Relationship Management

Adam Krasner, CFA

Vice President, Research Analyst

Christopher LaRegina

Director, Digital Strategy

Magnus Larsson

Partner, Portfolio Manager & Research Analyst

Joseph McComb

Partner, Chief Operating Officer

Maribel Mendoza

Executive Administrator, Office Manager

John Metzner

Chief Technology Officer

Mitch Murdock, Ph.D.

Associate, Equity Research

David Oh

Partner, Research Analyst

Ronald Ongaro, CAIA

Director, Business Development

Jessica Quintana

Associate, Digital Marketing

Gemma Rafferty

Vice President, Operations

Joy Ragland

Director, Relationship Management

Michael Ray

Partner, Relationship Management & Product Management

Graig Russo

Director, Head of Business Development

Edward Salib

Partner, Portfolio Manager & Research Analyst

Reuben Scherzer

Director, Research Analyst

Saiba Sharmeen

Sustainability Manager

Jason Shum, CFA

Partner, Research Analyst

Jacob Troutman, CFA

Vice President, Research Analyst

Nikol Tsvetanova

Administrative Assistant

Gregory Vasse

Partner, Portfolio Manager & Research Analyst

Margot Waldron

Vice President, Research Analyst

Ryan Williams

Associate, Equity Research

Leona Yang, CFA

Director, Product Management

Lauren Znachowski

Human Resources Coordinator

Mark Aaron

Partner, President

Grant Babyak

Partner, Chairman & Portfolio Manager

Joshua Bischoff

Partner, Head of Trading, Portfolio Manager

Jeffrey Braemer, CFA

Partner, Head of Relationship Management & Product Management

David Ferreiro, Ph.D.

Partner, Portfolio Manager & Research Analyst

Jacqueline Kepple, CPA

Chief Financial Officer

Preeti Kohli

Chief Compliance Officer & General Counsel

Joseph McComb

Partner, Chief Operating Officer

John Metzner

Chief Technology Officer

Graig Russo

Director, Head of Business Development

Grant Babyak

Partner, Chairman & Portfolio Manager

Joshua Bischoff

Partner, Head of Trading, Portfolio Manager

Sonu Chawla, CFA

Partner, Portfolio Manager & Research Analyst

David Ferreiro, Ph.D.

Partner, Portfolio Manager & Research Analyst

William Garrison

Director, Trading

Marisa Hernandez, CFA

Director, Research Analyst

David Hirsh

Partner, Portfolio Manager & Research Analyst

Adam Krasner, CFA

Vice President, Research Analyst

Magnus Larsson

Partner, Portfolio Manager & Research Analyst

Mitch Murdock, Ph.D.

Associate, Equity Research

David Oh

Partner, Research Analyst

Edward Salib

Partner, Portfolio Manager & Research Analyst

Reuben Scherzer

Director, Research Analyst

Saiba Sharmeen

Sustainability Manager

Jason Shum, CFA

Partner, Research Analyst

Jacob Troutman, CFA

Vice President, Research Analyst

Gregory Vasse

Partner, Portfolio Manager & Research Analyst

Margot Waldron

Vice President, Research Analyst

Ryan Williams

Associate, Equity Research

Jeffrey Braemer, CFA

Partner, Head of Relationship Management & Product Management

Siobhan Flannery

Director, Consultant Relations

Alexandra Koptsev

Associate, Relationship Management

Christopher LaRegina

Director, Digital Strategy

Ronald Ongaro, CAIA

Director, Business Development

Jessica Quintana

Associate, Digital Marketing

Joy Ragland

Director, Relationship Management

Michael Ray

Partner, Relationship Management & Product Management

Graig Russo

Director, Head of Business Development

Leona Yang, CFA

Director, Product Management

Eric Biscow

Vice President, Operations

Nancy Chu

Senior Financial Controller

Jacqueline Kepple, CPA

Chief Financial Officer

Preeti Kohli

Chief Compliance Officer & General Counsel

Joseph McComb

Partner, Chief Operating Officer

John Metzner

Chief Technology Officer

Gemma Rafferty

Vice President, Operations

Maribel Mendoza

Executive Administrator, Office Manager

Nikol Tsvetanova

Administrative Assistant

Lauren Znachowski

Human Resources Coordinator

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