Home / Who We Are / Our Team

Matt Allain

Chief Executive Officer

Eric Katz, CFP®, TEP

Chief Wealth Management Officer

Harmen Overdijk, CFA

Chief Investment Officer

Jon Rustin

Chief Financial Officer

Stephen Tally

Chief Operating Officer

Joyce Woo

Chief Executive, Head of Singapore

Michael Bohlinger

Managing Director

Travis Crowell

Managing Director

David Donato

Managing Director, Insurance Solutions

Kenneth Dugan, CFP®

Managing Director

Erica M. Espinal

Head of Tax - U.S.

Bernard Lim

Managing Director

Aleksey Mironenko

Managing Director, Head of Investment Solutions

Dan Moore

Managing Director, Insurance Solutions

Todd Pallett

Managing Director

Ray Pinson, CFP®, CPA

Managing Director

Kevin Roche

Managing Director

Peter Savva

Managing Director

William D. Schultz

Managing Director

Thomas Y. Lu

Global Head of Tax

Ham Cheong

Tax Director

Jonathan Berry

Tax Director

Kanako Akiyama

Senior Tax Associate

Christos Charalambous, CFA

Investment Director, Americas

Jason Gibbons, CFA

Investment Director, Asia

Vivian Tianyue Hu

Managing Director

Desmond Foo

Investment Director

Charlie Duryee

Associate Director

Coco Fang

Portfolio Manager

Ryan Gaynor

Senior Wealth Associate

Diana Ruales-Calle

Tax Manager

David Stoneback

Tax Manager

Cynthia Vogt

Tax Consultant

Hoi Yee Wong

Team Lead

Amber Veronique

Associate Director

Charles McKenzie, CFP®

Portfolio Manager

Chelsea Xu

Wealth Associate

Jack Farrar

Junior Associate

Michael Chan

Junior Associate

Eileen Pang

Finance Director

Jennifer Polanco

Finance Director

Stephanie Clasper

Associate Director of Operations

Helen Fung

Associate Director of Operations

Gloria Ngan

Accounting Associate

Tali Deutsch

Tax Associate

Tori Robertson

Senior Accounting Associate

Kelsey Lopez

Global Project Manager

Ashley Cabral

Wealth Associate

Stephanie Farese

Wealth Associate

Audrey Strano​​

Office Administrator

Kimberly Wong

Office Administrator