Portfolio Teams

Adam Krenn, CFA

Adam Krenn, CFA

2004

Industry Start

2011

Firm start

Al Polit, CFA

Al Polit, CFA

1988

Industry Start

2017

Firm Start

Alan Kruss

Alan Kruss

1997

Industry Start

1997

Firm Start

Alex Lepinsky

Alex Lepinsky

1998

Industry Start

2020

Firm Start

Amy Yu Chang, CFA

Amy Yu Chang, CFA

1999

Industry Start

2019

Firm Start

Arun Daniel

Arun Daniel

2001

Industry Start

2022

Firm Start

Brent Puff

Brent Puff

1992

Industry Start

2001

Firm start

Brian Garbe

Brian Garbe

1988

Industry Start

2010

Firm Start

Brian Woglom, CFA

Brian Woglom, CFA

1998

Industry Start

2005

Firm Start

Charles Tan

Charles Tan

1994

Industry Start

2018

Firm Start

Chris Krantz, CFA

Chris Krantz, CFA

1999

Industry Start

2006

Firm Start

Cleo Chang

Cleo Chang

1999

Industry Start

2015

Firm Start

Curtis Manning

Curtis Manning

TBD

Industry Start

TBD2

Firm Start

Daniel Shiffman, CFA

Daniel Shiffman, CFA

1986

Industry Start

2004

Firm Start

David Byrns

David Byrns, CFA

2009

Industry Start

2014

Firm start

David Cross

David Cross

2003

Industry Start

2016

Firm Start

Derek Leung, CFA

Derek Leung, CFA

2003

Industry Start

2019

Firm Start

Federico Laffan

Federico Laffan

1990

Industry Start

2001

Firm Start

Gavin Fleischman

Gavin Fleischman

2000

Industry Start

2008

Firm Start

Henry He, CFA

Henry He, CFA

2001

Industry Start

2011

Firm Start

Hitesh Patel, CFA, FRM

Hitesh Patel, CFA, FRM

1996

Industry Start

2018

Firm Start

Jackie Wagner

Jackie Wagner

2005

Industry Start

2005

Firm Start

Jason Greenblath

Jason Greenblath

2002

Industry Start

2019

Firm Start

Jeff Bourke, CFA

Jeff Bourke, CFA

2003

Industry Start

2007

Firm Start

Jeff Hoernemann, CFA

Jeff Hoernemann, CFA

2005

Industry Start

2014

Firm Start

Jeff Houston, CFA

Jeff Houston, CFA

1986

Industry Start

1990

Firm Start

Jeff John, CFA

Jeff John, CFA

1991

Industry Start

2008

Firm Start

Jesse Singh, CFA

Jesse Singh, CFA

1998

Industry Start

2007

Firm Start

Jim Platz, CFA

Jim Platz, CFA

1986

Industry start

2003

Firm start

Jim Zhao, CFA

Jim Zhao, CFA

1999

Industry Start

2009

Firm Start

Joe Reiland, CFA

Joe Reiland, CFA

1995

Industry Start

2000

Firm start

John Donner

John Donner

2012

Industry Start

2012

Firm Start

John Lovito

John Lovito

1986

Industry Start

2009

Firm Start

Jonathan Veiga, CFA

Jonathan Veiga, CFA

2008

Industry Start

2017

Firm Start

Joseph Gotelli

Joseph Gotelli

2002

Industry Start

2008

Firm Start

Justin Brown, CFA

Justin Brown, CFA

1993

Industry Start

2000

Firm Start

Keith Creveling, CFA

Keith Creveling, CFA

1990

Industry Start

1999

Firm Start

Keith Lee, CFA

Keith Lee, CFA

1994

Industry Start

1998

Firm Start

Kevin Toney, CFA

Kevin Toney, CFA

1993

Industry Start

1999

Firm start

Le Tran

Le Tran

1998

Industry Start

2004

Firm start

Lynn Chen, CFA

Lynn Chen, CFA

1990

Industry Start

2021

Firm Start

Matt Lewis

Matt Lewis

1996

Industry Start

2017

Firm Start

Michael Li, Ph.D.

Michael Li, Ph.D.

2002

Industry Start

2002

Firm start

Michael Liss, CFA, CPA

Michael Liss, CFA, CPA

1991

Industry Start

1998

Firm Start

Michael Waggaman

Michael Waggaman

TBD

Industry Start

TBD2

Firm Start

Miguel Castillo

Miguel Castillo

2002

Industry Start

2008

Firm Start

Nalin Yogasundram

Nalin Yogasundram

1998

Industry Start

2013

Firm Start

Nathan Rawlins

Nathan Rawlins, CFA

2007

Industry Start

2015

Firm Start

Patricia Ribeiro

Patricia Ribeiro

1984

Industry Start

2006

Firm Start

Paul Howanitz

Paul Howanitz, CFA

2008

Industry Start

2015

Firm Start

Paul Jo

Paul Jo

TBD

Industry Start

2021

Firm Start

Peruvemba Satish, CFA

Peruvemba Satish, CFA

1997

Industry Start

2014

Firm Start

Peter Van Gelderen

Peter Van Gelderen

2005

Industry Start

2021

Firm Start

Phil Sundell, CFA

Phil Sundell, CFA

1992

Industry Start

1997

Firm Start

Phillip N. Davidson, CFA

Phillip Davidson, CFA

1980

Industry Start

1993

Firm Start

Pratik Patel

Pratik Patel

1998

Industry Start

2009

Firm Start

Radu Gabudean, Ph.D.

Radu Gabudean, Ph.D.

2001

Industry Start

2013

Firm Start

Rajat Ahuja

Rajat Ahuja

2004

Industry Start

2021

Firm Start

Rajesh Gandhi, CFA

Rajesh Gandhi, CFA

1993

Industry Start

2002

Firm Start

Rene Casis

Rene Casis

1999

Industry Start

2018

Firm Start

Richard Weiss

Richard Weiss

1984

Industry Start

2010

Firm Start

Rob Bove

Rob Bove

1995

Industry Start

2005

Firm Start

Rob Brookby

Rob Brookby

1999

Industry Start

2018

Firm Start

Robert Gahagan

Robert Gahagan

1983

Industry Start

1983

Firm Start

Ryan Cope, CFA

Ryan Cope, CFA

2009

Industry Start

2009

Firm Start

Scott Marolf

Scott Marolf

2005

Industry Start

2008

Firm start

Scott Wilson, CFA

Scott Wilson, CFA

1992

Industry Start

1992

Firm Start

Sherwin Soo, CFA

Sherwin Soo, CFA

1995

Industry Start

2011

Firm Start

Simon Chester

Simon Chester

1989

Industry Start

2010

Firm Start

Steven Brown

Steven Brown

1987

Industry Start

2008

Firm start

Steven Rodriguez

Steven Rodriguez

2003

Industry Start

2009

Firm Start

Steven Rossi, CFA, FRM

Steven Rossi, CFA, FRM

2005

Industry Start

2016

Firm Start

Ted Harlan, CFA

Ted Harlan, CFA

1998

Industry Start

2007

Firm Start

Thomas Youn

Thomas Youn

2000

Industry Start

2014

Firm Start

Trevor Gurwich

Trevor Gurwich

1992

Industry Start

1998

Firm Start

Victor Zhang

Victor Zhang

1997

Industry Start

2014

Firm Start

Vidya Rajappa, CFA

Vidya Rajappa, CFA

1995

Industry Start

2018

Firm Start

Vishal Govil

Vishal Govil, CFA

2005

Industry Start

2010

Firm Start

Will Enderle

Will Enderle

2017

Industry Start

2019

Firm Start

Yulin Long, Ph.D., CFA

Yulin Long, Ph.D., CFA

2004

Industry Start

2005

Firm Start