Firm Leadership
Douglas Balsam
Managing Partner, Director of Institutional Consulting
Michael Benoit
Managing Partner, Senior Consultant, The Wealth Office®
Brian Carlson
Managing Partner, Senior Consultant
Patrick Chase
Principal, Executive Director of Enterprise Applications
Megan Claucherty
General Counsel and Chief Compliance Officer
Robert DiMeo
Chief Executive Officer
Meredith Doyle
Director of Human Resources
Tracey Flynn
Director of Middle Office Investment Operations
Jenna Friedman
Principal, Director of Marketing
Ryan Gardner
Managing Partner and Head of Defined Contribution
Michael Goss
Managing Partner, Senior Consultant
Maura Goulart
Director of Client Analytics, Allocation
Christopher Kachmar
Partner, Chief Market Strategist
Matthew Kaminski
Partner, Research Director – Global Public Markets
Bradford Long
Partner, Deputy Chief Investment Officer
Jessica Ludwig
Managing Partner, Associate Director of Institutional Consulting
Katherine Marino
Director of Client Analytics, Defined Contribution
Matthew Marwitz
Director of Performance Analytics
Adam Newell
Partner, Director of Consulting, The Wealth Office®
Anthony Novara
Partner, Research Director – Marketable Alternatives and Capital Markets
William Parker
Principal, Associate Director of Wealth Consulting, The Wealth Office®
Kiaina Phillips
Director of Client Services
Matthew Porter
Managing Partner, Head of Endowments and Foundations
Matthew Rice
Managing Partner, Chief Investment Officer
Anthony Tranghese
Managing Partner, Director of Institutional Consulting
Julie Vander Weele
Managing Partner, Chief Operating Officer
Mark Wetzel
Managing Partner, PresidentPartners, Principals & Consultants
Chatelaine Achterberg
Senior Consultant
Gregory Adams
Consultant
Eileen Allgrove
Senior Consultant, The Wealth Office®
Mark Baker
Regional Director, Senior Consultant
Douglas Balsam
Managing Partner, Director of Institutional Consulting
Jeff Benoit
Director of Taft-Hartley Consulting
Michael Benoit
Managing Partner, Senior Consultant, The Wealth Office®
Stephen Bergman
Consultant
Timothy Black
Senior Consultant
Scott Boulton
Consultant
Nicholas Breit
Partner, Director of Financial Planning
Shreya Canakapalli
Principal, Senior Consultant
Jeffrey Capone
Partner, Senior Consultant
Brian Carlson
Managing Partner, Senior Consultant
Michael Chase
Partner, OCIO Practice Lead
Patrick Chase
Principal, Executive Director of Enterprise Applications
Joseph Cortese
Partner, Senior Consultant
Sarah Cowenhoven
Consultant & Consulting Analyst, Team Lead
Richard Dahling
Senior Consultant
Robert DiMeo
Chief Executive Officer
Andrew Doten
Consultant, The Wealth Office
Steven Dufault
Principal, Corporate Defined Contribution Practice Leader
Colleen Dumke
Senior Consultant, The Wealth Office®
Kerry Elsass
Senior Consultant
Michael Emerson
Senior Consultant, The Wealth Office®
Ahmed Farruk
Regional Director, Senior Consultant
Jonathon Fellows
Partner, Senior Consultant
Bill Fisher
Senior Consultant
Devon Francis
Partner, Senior Consultant
Matthew Fratini
Consultant
Jenna Friedman
Principal, Director of Marketing
Taylor Furmanski
Senior Consultant
Ryan Gardner
Managing Partner and Head of Defined Contribution
Guadalupe Gómez
Consultant
Michael Goss
Managing Partner, Senior Consultant
Maura Goulart
Director of Client Analytics, Allocation
Sarah Hinman
Senior Consultant, The Wealth Office®
James Jensen
Partner, Senior Consultant
Christine Jordan
Senior Consultant, The Wealth Office®
Christopher Kachmar
Partner, Chief Market Strategist
Matthew Kaminski
Partner, Research Director – Global Public Markets
Bradford Long
Partner, Deputy Chief Investment Officer
Jessica Ludwig
Managing Partner, Associate Director of Institutional Consulting
Katherine Marino
Director of Client Analytics, Defined Contribution
Carol McShera
Consultant
Joseph Melia
Senior Consultant
James Modelski
Partner, Regional Director/West
Ryan Murphy
Senior Consultant
Peter Nadeau
Partner, Senior Consultant
Adam Newell
Partner, Director of Consulting, The Wealth Office®
Timothy Ng
Senior Consultant
Anthony Novara
Partner, Research Director – Marketable Alternatives and Capital Markets
Kevin O’Brien
Partner, Senior Consultant
Kevin O’Connell
Senior Consultant
William Parker
Principal, Associate Director of Wealth Consulting, The Wealth Office®
Karen Paulson
Partner, Senior Consultant
Kathryn Pizzi
Partner, Senior Consultant
Tyler Polk
Partner, Senior Consultant
Matthew Porter
Managing Partner, Head of Endowments and Foundations
Eric Ramos
Senior Consultant
Matthew Rice
Managing Partner, Chief Investment Officer
Jacqueline Rondini
Senior Consultant
Christopher Rowlins
Partner, Senior Consultant
Andrew Salak
Senior Consultant, The Wealth Office®
Brian Samuels
Senior Consultant
Joseph Scime
Partner, Senior Consultant, The Wealth Office®
Barrett Scott
Consultant, The Wealth Office®
Vincent Smith
Partner, Nonprofit Defined Contribution Practice Leader
Stephen Spencer
Senior Consultant
Michael Sustarsic
Principal, Research Director – Global Private Markets
Joseph Syron
Senior Consultant
David Thome
Senior Consultant, The Wealth Office®
Chad Tischer
Partner
Anthony Tranghese
Managing Partner, Director of Institutional Consulting
Julie Vander Weele
Managing Partner, Chief Operating Officer
Mark Wetzel
Managing Partner, President
Brian White
Senior Consultant
Leslie Whitney
Partner, Senior Consultant
Altan Wuliji
Senior Consultant, The Wealth Office®Research & Analytics
Jacob Anderson
Senior Performance Analyst
Miguele Atkins
Performance Analyst
Matthew Babiash
Senior Research Analyst – Marketable Alternatives
Aaron Bassin
Performance Analyst
John Bayer
Performance Analyst
Dylan Borgel
Consulting Analyst
Richard Carey
Senior Consulting Analyst
Marc Corigliano
Consulting Analyst, The Wealth Office®
Christian Cote
IT Analyst
Sarah Cowenhoven
Consultant & Consulting Analyst, Team Lead
Joshua Daniel
Consulting Analyst
Teresa Dao
Consulting Analyst
Ted Dawson
Consulting Analyst, The Wealth Office®
Freskid Dinaj
Performance Analyst
Joseph Diogostine
Consulting Analyst
Daniel Duffy
Senior Performance Analyst, Team Lead
Andrew Dufur
Performance Analyst
Kate Edler
Performance Analyst
Sheena Effendi
Performance Analyst
David Fontaine
Senior Performance and Trade Systems Analyst, Team Lead
Andrew Furney
Research Analyst – Marketable Alternatives
Laura Gineo
Senior Consulting Analyst, Team Lead
Christopher Gluckman
Consulting Analyst
Peter Goode
Performance Analyst
Joel Hainsfurther
Senior Research Analyst – Global Public Markets
Lucas Hannegan
Consulting Analyst
Ryan Haskamp
Consulting Analyst
Anne Haynes
Senior Consulting Analyst
Austin Herzy
Consulting Analyst
Matthew Holland
Senior Research Associate – Marketable Alternatives
Alyssa Holly
Consulting Analyst, Defined Contribution
Bradley Johnson
Senior Performance Analyst, Team Lead
Andre Joyner
Consulting Analyst
Christopher Kachmar
Partner, Chief Market Strategist
Matthew Kaminski
Partner, Research Director – Global Public Markets
Ellen Kazembe
Performance Analyst
Robert Klinke
Consulting Analyst, Defined Contribution
Mike Kopec
Senior Consulting Analyst
Eirc Kraus
Consulting Analyst
Andrew Krcatovich
Middle Office Operations and Technology Analyst
Grant LaRussa
Performance Analyst
Christopher Ledwith
Senior Research Analyst – Global Public Markets
Daniel Lojko
Senior Consulting Analyst
Bradford Long
Partner, Deputy Chief Investment Officer
Robert Lowry
Senior Research Analyst – Global Public Markets
Samantha Mann
Consulting Analyst, Allocation
Matthew Marwitz
Director of Performance Analytics
Sean McCaffery
Research Analyst – Global Public Markets
Collin McGee
Research Analyst – Global Public Markets
Priscilla Meadow
Consulting Analyst, The Wealth Office®
Michael Migut
Performance Analyst
Tyler Nichols
Senior Manager of Performance Analytics
Ahmad Nouman
Performance Analyst
Anthony Novara
Partner, Research Director – Marketable Alternatives and Capital Markets
Bob Ochenkowski
Consulting Analyst, The Wealth Office®
Griffin Olejarz
Consulting Analyst
Jessica Ouellette
Consulting Analyst
Angelique Pappas
Senior Research Analyst – Global Private Markets
Matthew Porter
Managing Partner, Head of Endowments and Foundations
John Poydence
Consulting Analyst
Matthew Rice
Managing Partner, Chief Investment Officer
Brian Rooke
Research Analyst, Global Private Markets
Luke Rossi
Performance Analyst
Marilyn Rowland
Senior Research Analyst
Kedar Satyanand
Research Associate – Global Public Markets
Rakhi Shah
Consulting Analyst, The Wealth Office®
Kyle Sherman
Senior Research Associate – Private Markets
Michael Sloan
Senior Performance and Systems Analyst, Team Lead
Matthew Smith
Senior Research Analyst – Global Public and Private Markets
Kelly Spencer
Senior Consulting Analyst
Michael Sustarsic
Principal, Research Director – Global Private Markets
Molly Thomas
Data Analyst
Paige Thompson
Senior Consulting Analyst
Marc Ursin
Senior Performance Analyst, Team Lead
Evan Walsh
Consulting Analyst, Defined Contribution
Shreyas Wardekar
Consulting Analyst
Alex Weiss
Senior Performance Analyst
Ryan Wieczorek
Performance Analyst
Alex Wikstrom
Consulting Analyst
Susan Woytowicz
Senior Consulting AnalystClient Services
Zachary Adkins
Operations Support Specialist – Middle Office
Tyler Aldrich
Client Service Associate, The Wealth Office®
Maggie Bujdasz
Middle Office Operations Analyst
Kimberly Carlson
Client Service Associate
Richard Cenar
Client Service Associate
Gisella Ferrer
Client Service Associate, The Wealth Office®
Gibson Gaite
Senior Client Service Associate, The Wealth Office®
Michelle Goedken
Client Service Associate, The Wealth Office®
Duncan Harris
Middle Office Associate
Emilee Lalchandani
Client Service Associate
Ian Lapin
Client Service Associate
Frank Locatell
Financial Wellness Coordinator
Matthew Myers
Client Service Associate
Taylor Peters
Client Service Associate, The Wealth Office®
Kiaina Phillips
Director of Client Services
Janki Prajapati
Client Service Associate, The Wealth Office®
Cheryl Rabin
Client Service Associate, The Wealth Office®
Felicia Robinson
Senior Middle Office Associate
Nicholas Santangelo
Client Service Associate, The Wealth Office®
Sandra Sergiyenko
Manager of Client Services, The Wealth Office®
Mackenzie Sherman
Senior Client Service Associate
Cindy Vitek
Client Service AssociateOperations
Jenna Antonelli
Senior Marketing Associate
Andrews Beniana
Senior Accountant
Linda Byrnes
Senior RFP Specialist
Patrick Chase
Principal, Executive Director of Enterprise Applications
Megan Claucherty
General Counsel and Chief Compliance Officer
Cristina Coimbra
Finance Billing Specialist
Christian Coleman
Partner, Director of Business Development
Meredith Doyle
Director of Human Resources
Sydney Evans
Manager of Human Resources
Tracey Flynn
Director of Middle Office Investment Operations
Jenna Friedman
Principal, Director of Marketing
Carrie Gallo
Marketing Associate
Nicklaus Harrington
Marketing Associate
Malak Issa
Compliance Officer
Antonia Kitchen
Talent Acquisition Specialist
Kristen Klaus
Senior Marketing Associate
Elaine Krol
Receptionist
Julissa Majka
Compliance Manager
Carol Morelli
Manager of Administration and Office Operations
James O’Brien
Business Development Associate
Sophie Pohlmann
Human Resources Coordinator
Sierra Powel-Smith
Legal Operations Associate
Deborah Ranicar
RFP Specialist
Jacob Shore
Finance Billing Specialist
Brandy Teague
Administrative Assistant
