Our Team

Team Members In

Investment Research Team

Ed Antoian

CFA®, CPA, MBA

Principal, Senior Strategic Advisor

Joe Bodnar

Director, Portfolio Manager

David Choi

CFA

Vice President, Portfolio Manager

Tom Farrell

MBA

Vice President, Head of Real Estate

James Hargadon

CFA, CAIA

Vice President, Head of Manager Research

Adam Hoffmann

CFP®, AIF®

Vice President, Portfolio Manager

John Kemmerer

MBA, CAIA

Vice President, Head of Private Equity

Eric McNew

CFA®

Director, Portfolio Strategist

Brett Myer

CFA®, CIMA®, MBA

Vice President, Head of Investor Relations

Kevin O’Shea

JD, MBA

Vice President, Head of Fixed Income & Private Credit

Patrick Snell

CFA, CAIA

Vice President Portfolio Manager

James Yaworski

CFA®

Vice President, Portfolio Manager

Nick Zamparelli

CFA®, MBA

Senior Vice President, Chief Investment Officer

Jack Zhang

CFA®, MBA

Vice President, Chief Investment Strategist/Alternative Investment