Operations

Ben Blake

Senior Portfolio Manager

Bill Hansen

Co-Chief Investment Officer, Principal

Brian Smith

Billing Analyst

Christina Gibson

Operations Associate

Christina Schappert

Portfolio Manager

Debra Ray

Administrative Assistant

Harli Palme

Chief Operating Officer, Principal

James Serrano

Portfolio Manager

Jay Palais

Staff Accountant

Jeanne Owens

Director of Operations & Integration, Principal

Jessie Goodwin

Lead Senior Portfolio Manager

Jun Shim

Portfolio Manager

Kelly Donaghy

Trader

Laura Greene

Senior Operations Analyst
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Leslie A. Young

Senior Compliance & Operations Analyst

Mark Lewis

Director of Facilities, Principal
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Matthew Orecchio

Operations Associate

Michael Starkel

Portfolio Manager

Mutazz Muhammad

Client Operations Associate

Nancy Blackman

Senior Portfolio Manager
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Peter Somich

Director of Mergers & Acquisitions, Principal

Rakhee Gor

Senior Operations Analyst

Rebecca Rathbone

Client Operations Associate

Samantha Cruzado

Client Operations Associate

Sara Valverde

Administrative Assistant

Sarah DerGarabedian

Director of Investment Management, Principal

Tammy LeJune

Portfolio Manager

Tana L. Flores

Senior Operations Analyst

Tarron Eason

CRM Product Manager
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Tina McCullough

Senior Portfolio Manager
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Tom Kennedy

Senior Research Analyst

Tom Kolefas

Senior Investment Advisor

Trish Libertell

Executive Assistant to the CEO

Tyler Suing

Portfolio Manager

Other roles

Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville, South Asheville, and Tryon offices are closed, and communication will be redirected to one of our other locations where someone can assist you.