Our Team

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David Lundquist

Relationship Manager

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Gregory Kushner, CPA*

Gregory Kushner, CPA*

Senior Managing Director
Chairman

Alyssa Weinberger, CPA, CFP<sup>®</sup>

Alyssa Weinberger, CPA, CFP®

Senior Managing Director

Jason Ozur, CPA*

Jason Ozur, CPA*

Senior Managing Director
President

Jeffrey Westheimer, JD

Jeffrey Westheimer, JD

Senior Managing Director

Ken Stern, CFP<sup>®</sup>

Ken Stern, CFP®

Senior Managing Director

Alexandra Browne

Alexandra Browne

Senior Managing Director

Jason Lee

Jason Lee

Senior Managing Director
General Counsel, CCO

Bradford Hixson

Bradford Hixson

Executive Vice President

Jeff Garden, CFA®

Jeff Garden, CFA®

Chief Investment Officer

Paul Ryan

Paul Ryan

Senior Vice President

Anish Ramachandran, CFA®

Anish Ramachandran, CFA®

Senior Vice President

Cole Becker, CFA®

Cole Becker, CFA®

Investment Analyst

Sergio Duenas

Sergio Duenas

Associate

Michael Karsa

Michael Karsa

Senior Director

Scott Brokaw

Scott Brokaw

Director

Jeff Christie

Jeff Christie

Director

Louis Flamino

Louis Flamino

Director

Evan Levy, JD, CEP<sup>®</sup>

Evan Levy, JD, CEP®

Director

Brendan Van Cleve

Brendan Van Cleve

Director

Jason Blumberg

Jason Blumberg

Vice President

Hanna Brandt, CFA®

Hanna Brandt, CFA®

Vice President

Alex Kob

Alex Kob

Vice President

Michael Burke, CFP®, ChFC®

Michael Burke, CFP®, ChFC®

Advisor

Joseph Koehler, CFP<sup>®</sup>

Joseph Koehler, CFP®

Advisor

Sean O’Connor

Sean O’Connor

Advisor

Jon Teran, CFP®

Jon Teran, CFP®

Advisor

Colleen Kelly

Colleen Kelly

Relationship Manager

David Lundquist

David Lundquist

Relationship Manager

Brian Mills

Brian Mills

Relationship Manager

Chris Peterson

Chris Peterson

Relationship Manager

Henry Herrill

Henry Herrill

Associate

Kayla Kaltenecker

Kayla Kaltenecker

Associate

Andrea Mora

Andrea Mora

Associate

Rubyann Park

Rubyann Park

Associate

Paris Rodriguez

Paris Rodriguez

Senior Vice President

Ari Cohn, CAIA<sup>®</sup>

Ari Cohn, CAIA®

Vice President

Miki Derek

Miki Derek

Executive Assistant

Becca Gomez

Becca Gomez

Project Manger

Anthony Kim

Anthony Kim

Associate

Victoria Larmour

Victoria Larmour

Associate

Jacob Nassy

Jacob Nassy

Associate

Kevin Owen

Kevin Owen

Associate

Moira Roth

Moira Roth

Associate

Jay Seo

Jay Seo

Associate

Daniel Steiner

Daniel Steiner

Associate

Christina Smerko

Christina Smerko

Associate

Steven Taylor

Steven Taylor

Associate

Eric Hoffman, CPA*

Eric Hoffman, CPA*

Director
Investment Management, Compliance

Brian Hendricks

Brian Hendricks

Vice President

Farrah Rothstein

Farrah Rothstein

Associate

John Doyle, CPA

John Doyle, CPA

Controller
Human Resources Director

Katherine Valdez

Katherine Valdez

Associate
Human Resources

Debbie Babbush

Debbie Babbush

Senior Manager

Abigail Galusha

Abigail Galusha

Associate

Alannah Forman

Alannah Forman

Associate

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