Our Team

Executive Team

- Rick Keller, CFP^®, Chairman
- John Hakopian, President and Chief Investment Officer
- Neil Amor, CFA, Senior Managing Director
- Victoria Collins, Ph.D., CFP^®, Senior Managing Director
- Frank DiFerdinando, CPA, PFS, Senior Managing Director
- Douglas K. Freeman, J.D., LL.M., Senior Managing Director
- Thomas M. Giddings, Senior Managing Director
- Lee Hausner, Ph.D., Senior Managing Director

Relationship Management Team

- Mark Arblaster, CFP^®, Vice President, Senior Financial Advisor
- Jennifer Cagle, CFP^®, Vice President, Senior Financial Advisor
- Jack Stemper, CFP^®, Vice President, Senior Financial Advisor
- Ben Thornhill, CFP^®, Vice President, Senior Financial Advisor
- Pamela Watson, CFA, Associate Portfolio Manager

Portfolio Management Team

- Roger Palley, CFA, Managing Director of Equity Investments
- Alan Remedios, CFA, Managing Director of Fixed Income Investments
- Louis P. Abel, CFA, CAIA, Managing Director
- Jim Garrison, CFA, Portfolio Manager
- Eric Speron, CFA, Portfolio Manager

Wealth Planning Team

- Kerry Finn, CFP^®, Vice President, Director of Financial Planning
- Leslie Pinto, CFP^®, Manager of Wealth Planning
- Linda Wong, CFP^®, Financial Advisor and Associate Portfolio Manager

Foundation Administration Team

- Chad J. Latham, Vice President, Foundation Services
- Sara N. Garske, Senior Advisor Foundation Services