Meet the Teams
Portfolio Management
G. Michael Plaiss, CFA
Senior Portfolio Manager
Anthony Harris, CPA
Senior Portfolio Manager
Lars Anderson, CFA
Portfolio Manager
Mark Peiler, CFA
Portfolio Manager
Michael Isroff
Portfolio Manager
Senior Investment Team
Max Salk, CFA
Director, Corporate Credit
Mohammed Murad
Director, Municipal Credit Research
Sector & Quantitative Analysts
Nick Romero
Quantitive
Ryan Quakenbush-Wagner
Municipal Credit
Ariel Cohen, CFA
Municipal Credit
Matthew Franz
Corporate Credit
John LeClair
Structured Credit
Jack Bergida
CMBS
Akshay Hegde
Quantitative Developer
To view our Sales Territory Map, please click here.
Sean Dranfield, AIF
Chief Executive Officer
Taylor Huffman, CFA
Client Portfolio Manager
Colin Arnold
Director, Sales & Distribution
Kevin Miller
Director, Sales & Distribution
Regional Directors
Chris DiBattista
Midwest
Austin Knight
Midwest
Mike Nardone
NY | New England
Drew Nelson
NY | New England
Chris Zambrio
Mid-Atlantic | Southeast
Ryan Cassidy
Mid-Atlantic | Southeast
Joe Rogers
Northwest
Mark Tometich
South Central
Paul Stawarz
Southwest
Internal Advisor Consultants
Evan Johnson
Midwest
Lars Olson
Midwest
Murtaza Zaid
NY | New England
Jack Wenzel
NY | New England
Nolan Dubois
Mid-Atlantic | Southeast
Jeremiah Yi
Mid-Atlantic | Southeast
John McCloskey
Northwest
Sam Gerry
South Central
Brooke Tyler
Southwest
Marketing Team
Kristal Remstad
Head of Marketing
Colleen Morris
Marketing Analyst
Gurpreet Singh
Marketing Project Manager
National Accounts
Rachel Ford
Director, National Accounts
Erin Wennberg
National Accounts Associate
Finance & Operations
Steve Hayes
Director of Operations
Annie Duffy
CCO & General Counsel
Alex Hanna
Operations Manager
Meagan Ondrick
Senior Fund Accountant
Chelsea Palmer
Business Analyst
Development Team
Rakesh Rikhi
Director, Principal Software Engineer
Prithvi Ponneboina
Software Engineer
