Contact

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

Tim Engelbert CIM
Senior Portfolio Manager, Senior Investment Advisor

Neil Kumar CIM®, FEA
Senior Portfolio Manager, Senior Investment Advisor

Rory O'Connor CIM
Senior Portfolio Manager, Senior Investment Advisor

Jessica Dewy BA
Associate

Maryam Fejvai
Associate

Brenda Geib
Associate

Jackson Kern
Associate

Heather Meehan
Assistant

Danielle O'Neill PFP
Associate Investment Advisor

Jaideep Sandhu CFA®
Portfolio Analytics Associate

Jennica Vegelahn
Associate

Amelia Wigan B.Sc.
Assistant, Team Coordinator

Serina Girdherlal
Assistant