Team

Christopher Zook
Christopher Zook

Chairman & Chief Investment Officer
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Heather Delgado

Managing Director - Investment Operations
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Clark Edlund

Managing Director - Investment Strategies
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Lorraine Heywood

Chief Talent Officer
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Matt Lindholm

Managing Director - Investment Strategies
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Isaiah Massey
Isaiah Massey

Managing Director - Chief Financial Officer
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Mark Wade

Managing Director- Investment Strategies
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Steve Buretz
Steve Buretz

Director - Investment Strategies
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Carlos Castro

Director - Investment Strategies
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Yael Costilla

Director - Financial Operations
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Jeff Kuhlman

Director - Investment Strategies
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Ryleigh Quintana

Director - Investment Operations
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Lila Ontiveros

Principal - Investment Strategies
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Jarrett Bell

Senior Vice President - Investment Strategies
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Ian Brown-Christenson

Senior Vice President - Investment Strategies
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Dan Fink

Senior Vice President - Investment Strategies
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Lucia Hwang

Senior Vice President - Investment Strategies
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Gerald Iorio

Senior Vice President - Investment Strategies
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Shawn LeClaire

Senior Vice President - Financial Operations
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John Littler

Senior Vice President - Investment Operations
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Nathan Roberts

Senior Vice President - Investment Strategies
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Debby Singleton

Senior Vice President - Investment Strategies
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Jim Thomson

Senior Vice President - Investment Strategies
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Matt Adams

Vice President - Investment Strategies
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Emily Buretz

Vice President - Investment Strategies
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Patty Burns

Vice President - Investment Strategies
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Nicole Engel

Vice President - Investment Strategies
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Terri Jones

Vice President - Financial Operations
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Ricky Perusquia

Vice President - Investment Strategies
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William Van Buren
William Van Buren

Vice President - Investment Strategies
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Heather Ayres

Senior Associate - Investment Strategies
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Ashton Campbell

Vice President - Investment Operations
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Kodi Powers

Senior Associate - Financial Operations
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Anthony Amaya

Associate - Investment Operations
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Kristie Causey

Associate - Financial Operations
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Quinton Davis

Associate - Investment Operations
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Trevor Godbolt

Associate - Investment Operations
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Sherry Richmond
Sherry Richmond

Vice President - Investment Operations
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Cooper Carlyle

Analyst - Investment Strategies
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Bailey Barker

Executive Assistant
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