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Our People

Sacha Lutchman
Sacha Lutchman

Assistant Vice President, Data Operations

Yadeiri Luzon
Yadeiri Luzon

Associate, Onboarding Specialist

Patrick Lynch
Patrick Lynch

Senior Associate, Data Operations

Andrew Macaleer, CFA®
Andrew Macaleer, CFA®

Senior Vice President

Jakub Malecki, CAIA®
Jakub Malecki, CAIA®

Senior Associate, Investments

M. Zach Mangels, MSFP, CFP®
M. Zach Mangels, MSFP, CFP®

Senior Vice President

Dominick Matteo, CFP®
Dominick Matteo, CFP®

Assistant Vice President

Chris Maxey, CAIA®
Chris Maxey, CAIA®

Managing Director, Chief Market Strategist

Derek Mayo
Derek Mayo

Associate, Finance

Brian Sean McAuliffe
Brian Sean McAuliffe

Managing Director

Roynette McDonald-Vandi
Roynette McDonald-Vandi

Client Service Associate

Felicia McGee
Felicia McGee

Senior Client Service Associate

Corey McGuire, CFA®
Corey McGuire, CFA®

Vice President, Investments