Investment Personnel

PORTFOLIO STRATEGIES

• John D. Freeman, M.A., Chairman and CEO
• Geoffrey Goodman, Chief Operating Officer
• Thomas M. Anichini, Senior Vice President
• Alex Green, Senior Vice President, Head of Trading

RESEARCH

• Maninder Hunjan, Senior Vice President
• Scott Scheffler, Senior Vice President
• Greg Paulsen, Assistant Portfolio Manager
• Ming Wang, M.A., Senior Research Advisor
• Andrew Harrison, Principal and Senior Research Advisor
• Christina Wang, Financial Research Database Manager
• Augustine Montez, Investment Data Analyst

CLIENT SERVICE: OPERATIONS, COMPLIANCE AND SUPPORT

• Michael Moran, Senior Systems Administrator
• Cathy Burdick, Operations Manager

CLIENT SERVICE: CLIENT AND CONSULTANT COMMUNICATIONS

• Phuong Pham, Vice President Marketing
• Chauntelle Zwonitzer, Consultant
• Nikki Benitez, Office Manager