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Operating Committee

The Operating Committee is responsible for evaluating organizational risk and managing oversight of the firm. 


Members of the committee are derived from the Firm’s investment and client service groups and are responsible for the coordination and oversight of all aspects of the firm including:

  • Operations

  • Compliance

  • Investments

  • Research

  • Financials

  • Performance evaluation

  • Information technology

  • Human resources 

2019 Edelstein, Geoffrey.jpg
Foran, Bob.jpg
2019 Slocum, Brad.jpg
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