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Our Team

Our Leadership

Christopher Zander

President & CEO
New York
Jeff Maurer

Jeff Maurer

Partner, Chairman
Palm Beach

John Apruzzese

Partner, Chief Investment Officer
New York
Michael Cozene

Michael Cozene

Partner, Head of Palm Beach & Tampa Office
Palm Beach, Tampa
Jon Kropf

Jon Kropf

Partner, Head of San Francisco Office
San Francisco

Brian Pollak

Partner, Portfolio Manager
New York

Martha Pomerantz

Partner, Head of the Minneapolis Office
Minneapolis

Stacie Price

Partner, Wealth & Fiduciary Advisor
Minneapolis
Jay Springer

Jay Springer

Partner, Portfolio Manager
New York

Our Team

Jill Aguado

Jill Aguado

Managing Director, Chief of Staff
New York
Tim Barrett

Tim Barrett

Partner, Portfolio Manager
San Francisco
Jonathan Bergner

Jonathan Bergner

Partner, Portfolio Manager
New York
Sean Brady

Sean Brady

Managing Director, Wealth & Fiduciary Advisor
New York
Ruth Calaman

Ruth Calaman

Partner, Chief Compliance Officer and General Counsel
New York
Julio Castro

Julio Castro

Partner, Wealth & Fiduciary Advisor
Tampa
Steve Chung

Steve Chung

Managing Director, Portfolio Manager
New York
Michael Chung

Michael Chung

Director, Middle Office Operations
New York
Paulo Coelho

Paulo Coelho

Partner, Wealth & Fiduciary Advisor
New York
Howard J. Cure

Howard J. Cure

Partner, Director of Municipal Bond Research
New York
Abhisheka Dalal

Abhisheka Dalal

Vice President, Information Technology
New York
Tracy Elling

Tracy Elling

Vice President, Wealth & Fiduciary Advisor
Palm Beach
Tim Evnin

Tim Evnin

Partner, Portfolio Manager
New York
Ashley Ferriello

Ashley Ferriello

Partner, Wealth & Fiduciary Advisor
New York
Ryan Fox

Ryan Fox

Partner, Portfolio Manager
San Francisco
Karen Francois

Karen Francois

Partner, Wealth & Fiduciary Advisor
New York
Brandon Frandsen

Brandon Frandsen

Managing Director, Wealth & Fiduciary Advisor
San Francisco
Nancy Shavel Gabel

Nancy Shavel Gabel

Partner, Financial Advisor
New York
Neza Gallitano

Neza Gallitano

Partner, Wealth & Fiduciary Advisor
New York
Russell Gewehr

Russell Gewehr

Director, Portfolio Manager
New York
Sebastian Granzo

Sebastian Granzo

Partner, Head of Operations
New York
Maxwell Grimard

Maxwell Grimard

Director, Portfolio Manager
Tampa
Stephanie Hackett

Stephanie Hackett

Partner, Portfolio Manager
New York
James Holihan

James Holihan

Partner, Portfolio Manager
New York
Andrew Huang

Andrew Huang

Director, Portfolio Manager
San Francisco
Michael Kirkbride

Michael Kirkbride

Partner, Portfolio Manager
New York
Alex Lyden

Alex Lyden

Managing Director, Chief Fiduciary Officer, Director of Delaware Trust Services and Trust Counsel
Delaware
Thomas Mahowald

Thomas Mahowald

Managing Director, Portfolio Manager
Minneapolis
J.R. McDermott

J.R. McDermott

Director, Financial Advisor
Palm Beach
Joseph McManus

Joseph McManus

Director, Portfolio Manager
New York
Todd McPherson

Todd McPherson

Vice President, Wealth & Fiduciary Advisor
San Francisco
Keith McWilliams

Keith McWilliams

Partner
San Francisco
Belinda Micu

Belinda Micu

Managing Director, Head of Technology Strategy & Investment Reporting
New York
Justin Miller

Justin Miller

Partner, National Director of Wealth Planning
San Francisco
Meredith Fisher

Meredith Morris

Vice President, Wealth & Fiduciary Advisor
Tampa
Judith McDonald Moses

Judith McDonald Moses

Partner, Portfolio Manager
San Francisco
Kate Mulvany

Kate Mulvany

Partner, Wealth & Fiduciary Advisor
New York
Arthur Noderer

Arthur Noderer

Partner, Portfolio Manager
Tampa

Alexander O’Neil

Vice President, Wealth and Fiduciary Advisor
New York
Thomas Olchon

Thomas Olchon

Managing Director, Wealth & Fiduciary Advisor
New York

Kait Oliveira

Managing Director, Portfolio Manager
New York
Aldo Palles

Aldo Palles

Partner, Portfolio Manager
Palm Beach
Maria Plese

Maria Plese

Vice President, Wealth & Fiduciary Advisor
Minneapolis
Charles Ryan

Charles Ryan

Partner, Portfolio Manager
New York
Ross Saia

Ross Saia

Partner, Wealth & Fiduciary Advisor
Palm Beach
Tracy Schneider

Tracy Schneider

Managing Director, Director of Marketing/Sales Coordination
New York
Mike Seppelt

Mike Seppelt

Partner, Portfolio Manager
Minneapolis
Iain Silverthorne

Iain Silverthorne

Partner, Wealth & Fiduciary Advisor
San Francisco
Erica Sloan

Erica Sloan

Director, Wealth & Fiduciary Advisor
San Francisco
Paula Stumne

Paula Stumne

Managing Director, Wealth & Fiduciary Advisor
Minneapolis

Flavia Araujo Trento

Partner, Portfolio Manager
San Francisco
Edith Tse

Edith Tse

Director, Wealth & Fiduciary Advisor
San Francisco
William Vaughn

William Vaughn

Partner, Portfolio Manager
San Francisco
Winnie Yam

Winnie Yam

Director, Wealth & Fiduciary Advisor
San Francisco
Cathy Yau

Cathy Yau

Vice President, Wealth & Fiduciary Advisor
New York

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