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Doug Raetz
Chief Executive Officer
Heather Goodman
Chief Operating Officer & President
Karin Blair
Chief Investment Officer
Michael Germain
Chief Financial Officer
Kenny Sorosky
Managing Director
Jake Bond
Managing Director
Justin Bass
Managing Director
Bret Fincher
Managing Director
Chris Stout
Managing Director
Chris Schlatter
Senior Vice President
Travis Henry
Senior Vice President
Jackson Crowther
Senior Vice President
Corey Kelly
Director of Marketing & Business Development
Jaclyn DeBacco
Business Development Manager
Jason Dufloth
Director of Operations
Robert Joyner
Transition Manager
Brian Barragan
Operations Manager
Patrick van der Linde
Operations Manager
Ricardo Aguilar
Senior Operations Associate
Rhys Daniel
Operations Associate
Tim Bhatt
Operations Associate
Dehong Huang
Senior Finance Manager
Yamie Moreno
Finance Manager
James Danforth
Director of Alternative Investments
Patrick Hunt
Investment Manager
Hugo Tang
Senior Investment Associate/Legal & Compliance
James Cheap
Investment Research Analyst
George Wright
Investment Associate
Dani Fitzgerald
Associate Vice President
George Lujan
Associate Vice President
Stephanie Anderson
Senior Client Relations Manager
Morgan Cooney
Senior Client Relations Manager
Patrick Drolet
Senior Client Relations Manager
Turel Karaman
Client Relations Manager
Kevin Lichtig
Client Relations Manager
Antonio Stephenson
Client Relations Manager
Dean Perez
Client Relations Associate
Alyssa Kyle
Client Relations Associate
Dylan Krause
Client Relations Associate
Angela Tripido
Chief of Staff
Anne Sullivan
Company Concierge
Juliann Perkins
Human Resources & IT Specialist
Brittanie Budinger
People & Culture Specialist
Angela Cheslock
Operations Manager
Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.
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