Contact

Tyler Steele BA, CFA, FEA
Portfolio Manager, Investment Advisor

Tim Engelbert CIM
Portfolio Manager, Investment Advisor

Neil Kumar CIM®, FEA
Portfolio Manager, Investment Advisor

Rory O'Connor CIM
Portfolio Manager, Investment Advisor

Jessica Dewy BA
Associate

Maryam Fejvai
Associate

Brenda Geib
Associate

Jackson Kern
Assistant

Heather Meehan
Assistant

Danielle O'Neill PFP
Associate Investment Advisor

Jaideep Sandhu CFA®
Portfolio Analytics Associate

Jennica Vegelahn
Associate