Team

We have learned that there is no single blueprint for pursuing excellence in investment management. We believe having investment professionals with many decades of investment experience managing assets in varied market climates and a unique firm culture are key ingredients to our clients' long term success. We are committed to cultivating these essential characteristics within our company, so that we may exceed our clients' expectations for absolute and relative investment performance.

Portfolio Management

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Geoffrey I. Edelstein, CFA
Principal, Portfolio Manager
Operating Committee
Founder

Co-Portfolio Manager, Large Cap Equity

Portfolio Manager, Private Clients

Jeffrey J. Hoo, CFA
Principal, Portfolio Manager

Lead Portfolio Manager, Micro Cap Equity

Lead Portfolio Manager, Small Core Equity

Lead Portfolio Manager, Small Core Select Equity

Co-Portfolio Manager, Small Growth Equity

Michael T. Papworth
Portfolio Manager

Portfolio Manager, Private Clients

Gary U. Rollé, CFA
Principal, Portfolio Manager

Co-Portfolio Manager, Large Cap Equity

Portfolio Manager, Private Clients

Edward S. Han
Principal, Portfolio Manager

Lead Portfolio Manager, Large Cap Equity

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Peter O. Lopez
Principal, Portfolio Manager
Operating Committee

Co-Lead Portfolio Manager, All Cap Equity

Co-Portfolio Manager, Small Core Equity

Co-Portfolio Manger, Small Growth Equity

Co-Portfolio Manager, Small Core Select Equity

Erik U. Rollé
Principal, Portfolio Manager

Co-Lead Portfolio Manager, All Cap Equity

Co-Portfolio Manager, Large Cap Equity

Joshua D. Shaskan, CFA
Principal, Portfolio Manager

Lead Portfolio Manager, Small Growth Equity

Co-Portfolio Manager, Small Core Equity

Co-Portfolio Manager, Small Core Select Equity

Research & Trading

Pankaj R. Chandak, CFA
Principal, Portfolio Manager, Research Analyst

Co-Portfolio Manager, Micro Cap Equity

Research Analyst

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Andrew G. Magill, CFA
Research Analyst

Research Analyst

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Emerson T. Whitley, CFA
Research Analyst

Research Analyst

Solmaz Emami, CFA
Principal, Research Analyst and Trader

Research Analyst

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Krista L. Modugno
Principal, Head Trader

Head Trader

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Jeanne S. Wong, CFA
Research Analyst

Research Analyst

Management & Client Relations

Robert W. Foran
Principal, CCO 
Operating Committee
Founder

Chief Compliance Officer

Operating Committee

Client Relations

Operating Committee

Client Relations

Douglas J. Morse
Principal
Bradley G. Slocum
Principal
Operating Committee
Founder

Operating Committee

Client Relations

Research Assistant

Client Relations

Client Service

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