Meet Our People

Steven B. Weinstein

Chairman

Rebekah L. Kohmescher

Chief Executive Officer and Chief Compliance Officer

Timothy G. French

Managing Director and Chief Client Officer

Allison L. DiLiberto

Managing Director, Head of Finance and Operations

David J. Lin

Managing Director and Head of Investment Research

Bryan R. Malis

Managing Director

Rachael Halstuk Mangoubi

Managing Director

Michael J. Murray

Managing Director

Jason M. Laurie

Managing Director and Chief Investment Officer

Anna E. Nichols

Managing Director, Head of Client Education

Donald J. Sorota

Managing Director

Ricardo (Ricky) Alejandre

Financial Planning Associate

Peter Anast

Associate Consultant

Terry Badger

Investment Communication Manager

Jacob R. Ball

Consultant

Donna S. Baltazar

Senior Client Operations Analyst

Emma L. Brkic

Manager of Human Resources

Claire C. Browne

Director of Compliance

Abraham M. Cain

Client Operations Associate

Jason D. Carr

Client Operations Team Leader

Lucy I. Charpentier

Associate Consultant

Damon E. Cole

Senior Performance Analyst

Jake Cripps

IT Manager

Caitlin M. Dixon

Director of Financial Planning

Nicklaus J. Donovan

Consultant

Samantha L. Edwards

Manager of Administration

Rebecca A. Egan

Accounting Manager

Elliot L. Fisher

Senior Research Analyst

Costa M. Gianiodis

Consultant

Kara C. Gray

Client Operations Analyst

Kristin Griesemer

Accounting Specialist

Adriana Haro

Senior Performance Analyst

Steven J. Hoffmann

Associate Consultant

Alexander J. Hudgin

Performance Analyst

William (Trey) Jenkins

Associate Consultant

Abby Jordan

Associate Consultant

Patrick T. Kelly

Director

Kristin M. Kirchner

Project Management Data Associate

Hannah R. Koch

Director of Strategic Initiatives

Pranav Kora

Associate Consultant

Benjamin H. Kresner

Associate Director

Jasmine A. Lane

Administrative Assistant

Jason D. Lister

Director of Client Reporting

Vanishri Mandyam

Client Operations Analyst

J. Gus Miller

Associate Director

Madeline O. Mleziva

Project Manager

Shannon Moore

Associate Consultant

Sean E. Morrison

Manager of Client Reporting

Connor D. Morrison

Associate Consultant

Cole M. Muckian

Associate Consultant

Colleen B. Norton

Director of Firm Relations

Matthew P. Norvell

Financial Planning Associate

Lachen S. Parks

Senior Client Education Associate

Anthony N. Petrokas

Senior Client Operations Analyst

Andrew J. Roper

Investment Research Analyst

Aidan R. Roycraft

Senior Consultant

Elliott N. Sachnoff

Consultant

Daniel J. Scherding

Associate Director

James Shen

Manager of Research

Madeline W. Stivers

Senior Consultant

Amber Stojak

Client Operations Associate

Sean Sweet

Consultant

Sahil Tandon

Financial Planning Associate

Maxwell A. Thesing

Associate Consultant

Bridget M. Trainor

Senior Financial Planning Analyst

Viet Truong

Senior Financial Planning Analyst

Denise G. Turcott

Client Operations Specialist

Hope O. Valls

Consultant

Rachel L. Warner

Administrative Assistant to Business Development

Jeff Weglarz

Director of Compliance and Client Operations

Kaylan Williams

Administrative Assistant to Marketing

Rosa I. Zapata

Business Analyst