Teams Built
on Trust
We believe that an aligned team built on a foundation of trust can achieve more for clients. 14 of our 28 employees are equity partners in our business.
Adam Blitz, CFA
Founding Partner, CEO & CIO
Kristen VanGelder, CFA
Partner, Deputy CIO
Ken Meister, CFA
Founding Partner, President & COO
Ryan Cahill, CPA
Founding Partner, Business Development & Client Service
Lance Donenberg
Partner, Business Development & Client Service
Maneesh Gandhi
Partner, Investments
Kevin Holl
Partner, CTO
Brian Lease, CPA
Partner, CFO
Michael Liddy, CFA
Partner, Investments
Melanie Lorenzo
Partner, CCO & Associate General Counsel
Lauren Sieckman
Partner, Corporate Controller & Tax
William Steele
Partner, Director of Research
Scott Zimmerman
Partner, General Counsel
Richard "RJ" Schrik
Managing Director, Investments
Tracey Balderson
Senior Vice President, Investor Administration & Fund Operations
Brendan James, CFA
Senior Vice President, Investments
Christina Moore, CAIA
Senior Vice President, Client Service
Nadine Roggeman, CPA
Senior Vice President, Financial Reporting
Michelle Mason, CPA
Vice President, Accounting
Sarah Ruey
Vice President, Client Service
Fedor Baev
Vice President, Investments
Patrick Loughery
Assistant Vice President, Accounting
Amanda Hayes
Senior Associate, Legal and Compliance
Ron Demsher
Associate, Investments
Christopher Rusnak, CPA
Associate, Accounting
Kathy Kaporis
Office Manager
Jenna Collins
Assistant Office Manager
John Amboian
Chairman, Senior Advisor
David Wagner
Founder, Honorary Chairman