Investment Team

Andrew Lopez

Andrew serves as an associate on the Investment Team, with a focus on trading and supporting the broader team through ...

Nick Walser

Nick Walser

Nick Walser is an Associate on the Investment Team and is based in the San Francisco office. He is in ...

Diane Cauchois

Diane Cauchois

Diane Cauchois is a Senior Associate on the Investments team based in the San Rafael office. She is a portfolio ...

Justin Hult, MBA, CFA®

Justin Hult, based in the San Rafael office, is a Senior Vice President and the Head of Trading, Portfolio Management, ...

Tim Curley

Tim Curley

Tim Curley is a Vice President on the Investments Team and is based in the San Rafael office. He is ...

Corey McGuire

Corey McGuire, CFA®

Corey serves as a Vice President on the Investment Team. He joined the team with more than 20 years of ...

Ani Iyengar

Ani Iyengar

Ani joined the firm’s Investment team as an associate based in our NYC office after graduating from Tufts University earlier ...

Connor Darrell

Connor Darrell, CFA®

Connor is a member of the Investments Team and is based in the firm’s New York headquarters. In this role, ...

Michael Price

Michael Price, CFA®

Michael joined the firm in 2009 and is a member of the investments team. His responsibilities include managing the firm’s ...

Emily Platt

Emily Platt, CFP®

Emily joined the firm as a client associate in 2017 after completing her undergraduate degree in Finance at James Madison ...

Charles Meixelsperger

Charles Meixelsperger

Charles brings to the firm a varied background in financial services that includes experience as an investment representative, underwriting coordinator, ...

Chris Maxey

Chris Maxey, CAIA

Chris serves as Managing Director and Chief Market Strategist on the Investment Team. He joined the firm in 2018 to ...