Firm Leadership
Robert DiMeo
Chief Executive Officer
Mark Wetzel
Managing Partner, President
Julie Vander Weele
Managing Partner, Chief Operating Officer
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
Principal, General Counsel and Chief Compliance Officer
Christian Coleman
Partner, Director of Business Development
Meredith Doyle
Director of Human Resources
Tracey Flynn
Principal, 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
Principal, 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
Principal, 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 ConsultingPartners, Principals & Consultants
Robert DiMeo
Chief Executive Officer
Mark Wetzel
Managing Partner, President
Julie Vander Weele
Managing Partner, Chief Operating Officer
Chatelaine Achterberg
Senior Consultant
Gregory Adams
Senior Consultant
Eileen Allgrove
Principal, 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®
Timothy Black
Senior Consultant
Scott Boulton
Senior Consultant
Nicholas Breit
Partner, Director of Financial Planning
Shreya Canakapalli
Principal, Senior Consultant
Jeffrey Capone
Partner, Senior Consultant
Richard Carey
Consultant
Brian Carlson
Managing Partner, Senior Consultant
Michael Chase
Partner, OCIO Practice Lead
Patrick Chase
Principal, Executive Director of Enterprise Applications
Megan Claucherty
Principal, General Counsel and Chief Compliance Officer
Christian Coleman
Partner, Director of Business Development
Marc Corigliano
Consultant, The Wealth Office®
Joseph Cortese
Partner, Senior Consultant
Sarah Cowenhoven
Consultant & Manager, Consulting Analytics (TWO)
Richard Dahling
Senior Consultant
Andrew Doten
Consultant, The Wealth Office®
Steven Dufault
Partner, Corporate Defined Contribution Practice Leader
Colleen Dumke
Senior Consultant, The Wealth Office®
Kerry Elsass
Senior Consultant
Michael Emerson
Partner, Senior Consultant, The Wealth Office®
Ahmed Farruk
Principal, Regional Director, Senior Consultant
Jonathon Fellows
Partner, Senior Consultant
Bill Fisher
Senior Consultant
Tracey Flynn
Principal, Director of Middle Office Investment Operations
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
Michael Goss
Managing Partner, Senior Consultant
Maura Goulart
Principal, Director of Client Analytics, Allocation
Guadalupe Gómez
Consultant
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
Principal, 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
Marycarmen Nevarez
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’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
Louis Ressler
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
Principal, 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
Partner, 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
Brian White
Principal, Senior Consultant
Leslie Whitney
Partner, Senior Consultant
Altan Wuliji
Principal, Senior Consultant, The Wealth Office®Research & Analytics
Tyler Aldrich
Consulting Analyst, The Wealth Office®
Jacob Anderson
Senior Performance Analyst, Team Lead
Matthew Babiash
Senior Research Analyst – Marketable Alternatives
Ikbir Bassi
Performance Analyst
Aaron Bassin
Data Operations Analyst
John Bayer
Performance Analyst
Dylan Borgel
Senior Consulting Analyst
Miranda Brozik
Consulting Analyst, Financial Institutions
Celina Cheng
Performance Analyst
Gina Christodoulou
Performance Analyst
Christian Cote
IT Analyst
Sarah Cowenhoven
Consultant & Manager, Consulting Analytics (TWO)
Joshua Daniel
Manager, Consulting Analytics
Teresa Dao
Consulting Analyst
Ted Dawson
Consulting Analyst, The Wealth Office®
Freskid Dinaj
Performance Analyst
Joseph Diogostine
Senior Consulting Analyst
Daniel Duffy
Manager, Performance Analytics
Andrew Dufur
Performance Analyst
Robert Dunne
Consulting Analyst
Sheena Effendi
Data Operations Analyst
David Fontaine
Senior Performance and Trade Systems Analyst, Team Lead
Andrew Furney
Senior Research Analyst
Emily Gildea
Research Associate
Laura Gineo
Manager, Consulting Analytics
Owen Graham
Performance Analyst
Joel Hainsfurther
Senior Research Analyst – Global Public Markets
Lucas Hannegan
Consulting Analyst
Ryan Haskamp
Senior Consulting Analyst
Anne Haynes
Senior Consulting Analyst
Austin Herzy
Consulting Analyst
Matthew Holland
Research Analyst
Alyssa Holly
Consulting Analyst
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
Robert Klinke
Consulting Analyst
Mike Kopec
Senior Consulting Analyst
Eirc Kraus
Senior Consulting Analyst, Team Lead
Grant LaRussa
Data Operations Analyst
Federico Lascano
Research Analyst
Christopher Ledwith
Senior Research Analyst – Global Public Markets
Daniel Lojko
Manager, Consulting Analytics
Bradford Long
Partner, Deputy Chief Investment Officer
Robert Lowry
Associate Research Director
Samantha Mann
Consulting Analyst
Matthew Marwitz
Director of Performance Analytics
Sean McCaffery
Senior Defined Contribution Research Specialist
Collin McGee
Senior Research Analyst – Global Public Markets
Priscilla Meadow
Senior Consulting Analyst, Team Lead (TWO)
Michael Migut
Senior Performance Analyst
Tyler Nichols
Senior Manager of Data Operations
Ahmad Nouman
Senior Performance Analyst
Anthony Novara
Partner, Research Director – Marketable Alternatives and Capital Markets
Bob Ochenkowski
Senior Consulting Analyst (TWO)
Griffin Olejarz
Senior Consulting Analyst
Jessica Ouellette
Consulting Analyst
Angelique Pappas
Associate Research Director
Evan Paretti
Consulting Analyst
Matthew Porter
Managing Partner, Head of Endowments and Foundations
John Poydence
Consulting Analyst
Matthew Rice
Managing Partner, Chief Investment Officer
Brian Rooke
Senior Research Analyst
Luke Rossi
Senior Performance Analyst
Marilyn Rowland
Senior Research Analyst
Nicholas Santangelo
Consulting Analyst, The Wealth Office®
Colin Schorsch
Consulting Analyst
Rakhi Shah
Senior Consulting Analyst (TWO)
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
Eric Stanley
Data Operations Analyst
Michael Sustarsic
Partner, Research Director – Global Private Markets
Molly Thomas
Data Analyst
Paige Thompson
Senior Consulting Analyst
Marc Ursin
Senior Performance Analyst, Team Lead
Hunter Verbeck
Performance Analyst
Evan Walsh
Consulting Analyst
Shreyas Wardekar
Consulting Analyst
Alex Weiss
Manager, Performance Analytics
Ryan Wieczorek
Performance Analyst
Susan Woytowicz
Manager, Consulting Analytics
Alex Wikstrom
Consulting AnalystClient Services
Zachary Adkins
Operations Support Specialist – Middle Office
Matthew Brophy
Middle Office Associate
Maggie Bujdasz
Senior Middle Office Operations Analyst
Kimberly Carlson
Client Service Associate
Richard Cenar
Client Service Associate
Nakeisha Deodat
Junior Client Service Associate
Gisella Ferrer
Client Service Associate, The Wealth Office®
Gibson Gaite
Team Lead, Client Services
Michelle Goedken
Client Service Associate, The Wealth Office®
Duncan Harris
Middle Office Associate, Team Lead
Emilee Lalchandani
Client Service Associate
Ian Lapin
Client Service Associate
Frank Locatell
Financial Wellness Coordinator
Jeremy Mayeur
Middle Office Associate
Taylor Peters
Client Service Associate, The Wealth Office®
Kiaina Phillips
Director of Client Services
Janki Prajapati
Client Service Associate, The Wealth Office®
Felicia Robinson
Senior Middle Office Associate
Lauren Rose
Client Service Associate – The Wealth Office®
Sandra Sergiyenko
Senior Manager, Client Services, The Wealth Office®
Mackenzie Sherman
Manager, Client Services
Cindy Vitek
Client Service AssociateOperations
Julie Vander Weele
Managing Partner, Chief Operating Officer
Jenna Antonelli
Marketing Manager
Daniel Bell
Director of Finance and Accounting
Linda Byrnes
Senior RFP Specialist
Patrick Chase
Principal, Executive Director of Enterprise Applications
Megan Claucherty
Principal, General Counsel and Chief Compliance Officer
Cristina Coimbra
Finance Billing Specialist
Christian Coleman
Partner, Director of Business Development
David Correa
Finance Billing Specialist
Meredith Doyle
Director of Human Resources
Tracey Flynn
Principal, 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
Administrative Assistant
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
Senior RFP Specialist, Team Lead
Jacob Shore
Finance Billing Specialist
