People
Noelle Abrams
Senior Client Liaison
Honeytess Abuan
Accounting Associate
N. Douglas Adams
Portfolio Manager
Kemol Ali
Senior IT Manager
Dana Bahir
Business Systems Support
Michael Bertash
Institutional Client Sales
Natalie Blundell
Head of Client Services
Roland Capalbo
Senior Manager Business Systems
Matthew Cherashore
Portfolio Manager
Keith Collazo
Head Trader
Krista Connolly
Human Resources Administrator
Jessica Cooper-Vastola
Client Associate
Newman Corriette
Accounting Associate
Keith Delmar
Trader
Derek Derman
Portfolio Manager | CFA
Patricia Evelyn
Portfolio Administrator
Jerry Getsos
Research Analyst/Associate
Kelsey Graham
Chief Compliance Officer
Murat Gulcelik
Research Analyst/Associate
Sarah Hamill
Portfolio Administrator
David Harris
Portfolio Manager
J. Dale Harvey
Portfolio Manager
Martha Hernandez
Operations Associate
Sharon Hu
Operations Associate
James Hunt
Portfolio Manager
Cole Jacobson
Client Associate
Joshua Kaufthal
Portfolio Manager
Alec Kleinschmidt
Operations Specialist
Andy Kleinschmidt
Research Coordinator & Senior Research Analyst
Paul Kleinschmidt
President, Chief Executive Officer & Portfolio Manager
Robert Kleinschmidt
Executive Chairman, Chief Investment Officer & Portfolio Manager | CFA
Cleo Kotis
Chief People Officer
Paul Lambert
Portfolio Manager | CFA
Catherine Lloyd
Research Analyst/Associate | CFA
Garrett Logan
Senior Consultant Relations Associate | CFA
James Maxwell
Portfolio Manager | CFA
George McAuliffe
Portfolio Manager | CFA
Tanya McDonald Tyrrell
Portfolio Administrator
Brian McKnight
Research Analyst/Associate | CFA
Michael Meltzer
Portfolio Manager
Marla Mone
Portfolio Administrator
Rodman Moorhead
Portfolio Manager
Chris Morphy
Portfolio Manager
Kathryn Nanovic-Morlet
Manager Private Investments
Kimberly Narvaez
Portfolio Administrator
Clare Nolan
Operations Manager Cherashore Team
Roberto Ollervides
Junior Trader
John Ores
Portfolio Manager | CFA
Peter Ostberg
Senior Research Analyst/Associate | CFA
Michael Paton
Portfolio Manager
Brigette Patterson
Operations Associate
Matthew Perakes
Research Analyst/Associate
Heather Perlmutter
Portfolio Manager
John Petrides
Portfolio Manager
Joseph Piropato
Portfolio Manager
Fitzroy Powell
System Administrator & Security
John Rochford
Portfolio Manager
Olga Roudovski-Amaro
Operations Associate
Jason Scheibel
Head of Operations
Scott Schlesinger
Chief Operating Officer & Vice-President
Peter Shawn
Portfolio Manager
Alexander Stock
Portfolio Manager
Drew Taylor
Head of Sales & Client Service for Harvey Team
Sonja Torres
Reconciliation Manager
Benner Ulrich
Portfolio Manager
Tina-Marie Vorgia
Portfolio Administrator
Donald Wang
Portfolio Manager | CFA
Steve Yevak
Deputy Chief Compliance Officer & AML Officer
Jeff Zatkowsky
Chief Financial Officer
Richard Zhang
Assistant Portfolio Manager
Anton Zock
Consultant Relations Associate
Joseph Zock
Portfolio Manager
