Erik Hickman
Erik Hickman is a research analyst on the research team who performs due diligence on managers and strategies. He joined the company in 2009.
Bethany Spencer-Smith
Bethany Spencer-Smith optimizes user experience and efficiency within our portfolio accounting systems. She joined the company in 2024.
Seth Dadds, CFA®
Seth Dadds leads a team of analysts who evaluate and analyze financial securities. He joined the company in 2013.
Benjamin Anderson
Ben Anderson assists with fixed-income trading and portfolio management. He joined the company in 2023.
James Barnes, CFA®, CIPM
James Barnes oversees the management and strategy of fixed-income investments. He joined the company in 2016.
Andrew Davis, CFA®
Andrew Davis leads a team that analyzes broad economic trends and factors that impact global and national economies. He joined the company in 2019.
Andrew Keefer, CFA®, CFP®
Andrew Keefer leads a team that analyzes and evaluates publicly traded companies and their stocks. He joined the company in 1985.
Philip Wagner, CFA®
Phil Wagner leads the investment advisors and is responsible for directing the portfolio management process, identifying relevant trends, and driving continuous improvement in the delivery of investment services. He joined the company in 2010.
Adam Rieger, CFA®
Adam Rieger oversees individual equity securities. He joined the company in 2023.
Stephen Biggin, CFA®
Stephen Biggin contributes to managing due diligence, portfolio construction, and asset-class research. He joined the company in 2017.
Christopher Krumenacker, CFA®
Chris Krumenacker oversees individual equity securities. He joined the company in 2014.
Derek Jordan
Derek Jordan assists with fixed-income trading and portfolio management. He joined the company in 2024.
Jasmine Yu, PhD, MBA, CFA®, CAIA®
Jasmine Yu leads the investment management team and is responsible for investment policies, asset allocation, investment solutions, and portfolio management for taxable and tax-exempt clients. She joined the company in 2024.
Samuel Good
Samuel (Toby) Good assists with client portfolio analysis, trading functions, and reporting needs. He joined the company in 2024.
Magdalena Dobrowolska
Magda Dobrowolska is responsible for client portfolio analysis, assisting with trading functions and reporting needs. She joined the company in 2022.
Luis Sepulveda
Luis Sepulveda is responsible for client portfolio analysis, assisting with trading functions and reporting needs. He joined the company in 2022.
Caroline C. Lee
Caroline Lee leads research initiatives that inform the firm’s asset allocation strategy. She analyzes macroeconomic trends, market conditions and investment opportunities to provide insight that guide portfolio construction and risk management. Caroline joined the company in 2025.
Ivan Shabalov, CFA®, CAIA®
Ivan is a seasoned investment professional with over twenty years of industry experience. His core expertise lies in manager selection across asset classes, with a focus on alternative investments. He joined the company in 2025.
