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Our Team

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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

Travis Dragan

CFA®, CMT, FRM®

Senior Director, Portfolio Analyst Group Lead

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®

Vice President, Head of Investor Relations
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Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

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