Teams Built
on Trust
We believe that an aligned team built on a foundation of trust can achieve more for clients. 14 of our 29 employees are equity partners in our business.
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Adam Blitz, CFA
Founding Partner, CEO & CIO
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Kristen VanGelder, CFA
Partner, Deputy CIO
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Ken Meister, CFA
Founding Partner, President & COO
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Ryan Cahill, CPA
Founding Partner, Business Development & Client Service
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Lance Donenberg
Partner, Business DevelopmentĀ & Client Service
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Maneesh Gandhi
Partner, Investments
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Kevin Holl
Partner, CTO
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Brian Lease, CPA
Partner, CFO
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Michael Liddy, CFA
Partner, Investments
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Melanie Lorenzo
Partner, CCO & Associate General Counsel
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Lauren Sieckman
Partner, Corporate Controller & Tax
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William Steele
Partner, Director of Research
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Scott Zimmerman
Partner, General Counsel
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Richard "RJ" Schrik
Managing Director, Investments
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Tracey Balderson
Senior Vice President, Investor Administration & Fund Operations
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Brendan James, CFA
Senior Vice President, Investments
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Christina Moore, CAIA
Senior Vice President, Client Service
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Nadine Roggeman, CPA
Senior Vice President, Financial Reporting
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Michelle Mason, CPA
Vice President, Accounting
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Sarah Ruey
Vice President, Client Service
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Fedor Baev
Vice President, Investments
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Patrick Loughery
Vice President, Accounting
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Amanda Hayes
Senior Associate, Legal and Compliance
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Mariusz Walczuk
Senior Associate, Systems and Support Analyst
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Ron Demsher
Senior Associate, Investments
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Christopher Rusnak, CPA
Senior Associate, Accounting
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Kathy Kaporis
Office Manager
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Jenna Collins
Assistant Office Manager
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John Amboian
Chairman
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David Wagner
Founder, Honorary Chairman