Home / Our Team

Matthew 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

Vivian Tianyue Hu

Managing Director

Aleksey Mironenko

Managing Director, Head of Investment Solutions

Todd Pallett

Managing Director

Travis Crowell

Managing Director

David Donato

Managing Director, Insurance Solutions

Kenneth Dugan, CFP®

Managing Director

Dan Moore

Managing Director, Insurance Solutions

Kevin Roche

Managing Director

Ray Pinson, CFP®, CPA

Managing Director

Peter Savva

Managing Director

William D. Schultz

Managing Director

Jason Gibbons, CFA

Investment Director, Asia

Christos Charalambous, CFA

Investment Director, Americas

Desmond Foo

Investment Director

Jennifer Polanco

Finance Director

Eileen Pang

Managing Director – Finance

Thomas Y. Lu, CFP®

Global Head of Tax

Nasir Majid

Senior Advisor

Amber Veronique

Associate Director

Holly Lai

Associate Director

Charlie Duryee

Associate Director

Stephanie Clasper

Associate Director of Operations

Helen Fung

Associate Director of Operations

Erica M. Espinal

Head of Tax - U.S.

Jonathan Berry

Tax Director

Ham Cheong

Tax Director

Hoi Yee Wong

Team Lead

Kanako Akiyama

Senior Tax Associate

Ryan Gaynor

Senior Wealth Associate

Charles McKenzie, CFP®

Portfolio Manager

Ashley Cabral

Wealth Associate

Tali Deutsch

Tax Associate

Stephanie Farese

Wealth Associate

Tori Robertson

Senior Accounting Associate

Gloria Ngan

Accounting Associate

Taylor Jester

Wealth Associate

Coco Fang

Portfolio Manager

Kelsey Lopez

Global Project Manager

Diana Ruales-Calle

Tax Manager

Chelsea Xu

Wealth Associate

Michael Chan

Wealth Associate

Jack Farrar

Junior Associate

Taylor Schaufel

Junior Associate

Cynthia Vogt

Tax Consultant

Kimberly Wong

Office Administrator

Diana Nieto

Office Administrator

Audrey Strano​​

Office Administrator