Home / Our Team

Matthew Allain

Chief Executive Officer

Eric Katz, CFP®, TEP

Chief Wealth Management Officer

Thomas Y. Lu, CFP®

Global Head of Tax

Harmen Overdijk, CFA

Chief Investment Officer

Jon Rustin

Chief Financial Officer

Stephen Tally

Chief Operating Officer

Michael Bohlinger

Managing Director

Travis Crowell

Managing Director

David Donato

Managing Director, Insurance Solutions

Ying Du

Managing Director

Kenneth Dugan, CFP®

Managing Director

Erica M. Espinal

Head of Tax - U.S.

Aleksey Mironenko

Managing Director, Head of Investment Solutions

Dan Moore

Managing Director, Insurance Solutions

Todd Pallett

Managing Director

Eileen Pang

Managing Director – Finance

Ray Pinson, CFP®, CPA

Managing Director

Kevin Roche

Managing Director

Peter Savva

Managing Director

William D. Schultz

Managing Director

Joyce Woo

Chief Executive, Head of Singapore

Jonathan Berry

Tax Director

Christos Charalambous, CFA

Investment Director, Americas

Ham Cheong

Tax Director

Desmond Foo

Investment Director

Jason Gibbons, CFA

Investment Director, Asia

Nasir Majid

Senior Advisor

Jennifer Polanco

Finance Director

Cynthia Vogt

Tax Consultant

Stephanie Clasper

Associate Director of Operations

Charlie Duryee

Associate Director

Helen Fung

Associate Director of Operations

Holly Lai

Associate Director

Amber Veronique

Associate Director

Hoi Yee Wong

Team Lead

Kanako Akiyama

Senior Tax Associate

Coco Fang

Portfolio Manager

Ryan Gaynor

Associate Director

Charles McKenzie, CFP®

Portfolio Manager

Tori Robertson

Senior Accounting Associate

Diana Ruales-Calle

Tax Manager

Ashley Cabral

Wealth Associate

Athena Cheuk

Wealth Associate

Tali Deutsch

Tax Associate

Stephanie Farese

Wealth Associate

Lindsey Gonzalez

Insurance Associate

Taylor Jester, AAMS®

Wealth Associate

Kelsey Lopez

Global Project Manager

Jenny Malla

Tax Associate

Gloria Ngan

Senior Accounting Associate

Kanwalpreet Sandhu

Tax Associate

Harjot Singh Gill

Junior Portfolio Manager

Emily Smith

Wealth Associate

Chelsea Xu

Senior Wealth Associate

Jack Farrar

Wealth Associate

Taylor Schaufel

Junior Associate

Gena Lohoefer

Office Administrator

Diana Nieto

Office Administrator

Audrey Strano​​

Office Administrator