Firm Leadership
Sabrina Bailey
Chief Executive Officer
Robert DiMeo
Chairman and Co-Founder
Michael Goss
Managing Partner, President
Daniel Bell
Principal, Head of Finance
Michael Benoit
Managing Partner, Senior Consultant, The Wealth Office®
Michael Chase
Partner, Head of Endowments & Foundations and OCIO
Patrick Chase
Partner, Executive Director of Enterprise Applications
Christian Coleman
Partner, Director of Business Development
Joe Cortese
Partner, Director of Financial Institutions
Tracey Flynn
Principal, Director of Investment Operations
Jenna Friedman
Principal, Director of Marketing
Maura Goulart
Principal, Director of Client Analytics
Christopher Kachmar
Partner, Chief Market Strategist
Matthew Kaminski
Partner, Head of Manager Research
Bradford Long
Managing Partner, Chief Investment Officer
Jessica Ludwig
Managing Partner
Katherine Marino
Principal, Director of Client Analytics
Anthony Novara
Partner, Research Director – Marketable Alternatives and Capital Markets
Melissa Peters
Head of Human Resources
Kiaina Phillips
Director of Institutional Services
Kathryn Pizzi
Partner, Defined Benefit Practice Leader and Senior Consultant
Vincent Smith
Partner, Nonprofit Defined Contribution Practice Leader
Chad Tischer
Partner, Head of Private Client Consulting
Anthony Tranghese
Managing Partner, Director of Institutional Consulting
Brian White
Partner, Senior ConsultantPartners, Principals & Consultants
Sabrina Bailey
Chief Executive Officer
Robert DiMeo
Chairman and Co-Founder
Michael Goss
Managing Partner, President
Gregory Adams
Senior Consultant
Eileen Allgrove
Principal, Senior Consultant, The Wealth Office®
Daniel Bell
Principal, Head of Finance
Jeff Benoit
Director of Taft-Hartley Consulting
Michael Benoit
Managing Partner, Senior Consultant, The Wealth Office®
Scott Boulton
Principal, Senior Consultant
Nicholas Breit
Partner, Director of Financial Planning
Shreya Canakapalli
Partner, Senior Consultant
Jeffrey Capone
Partner, Senior Consultant
Richard Carey
Consultant
Brian Carlson
Partner, Senior Consultant
Michael Chase
Partner, Head of Endowments & Foundations and OCIO
Patrick Chase
Partner, Executive Director of Enterprise Applications
Christian Coleman
Partner, Director of Business Development
Joe Cortese
Partner, Director of Financial Institutions
Ted Dawson
Consultant
Steven Dufault
Partner, Corporate Defined Contribution Practice Leader
Michael Emerson
Partner, Senior Consultant, The Wealth Office®
Ahmed Farruk
Partner, Regional Director, Senior Consultant
Jonathon Fellows
Partner, Senior Consultant
Bill Fisher
Senior Consultant
Tracey Flynn
Principal, Director of Investment Operations
Devon Francis
Partner, Senior Consultant
Matthew Fratini
Consultant
Jenna Friedman
Principal, Director of Marketing
Taylor Furmanski
Principal, Senior Consultant
Andrew Furney
Senior Research Analyst
Ryan Gardner
Managing Partner, Senior Consultant
Laura Gineo
Principal, Associate Director, Consulting Analytics
Maura Goulart
Principal, Director of Client Analytics
Guadalupe Gómez
Senior Consultant
John Hart
Senior Consultant
Ryan Haskamp
Consultant
Matthew Hedley, CFP®
Senior Consultant
James Jensen
Partner, Senior Consultant
Christine Jordan
Principal, Manager, Senior Consultant, The Wealth Office®
Christopher Kachmar
Partner, Chief Market Strategist
Matthew Kaminski
Partner, Head of Manager Research
Bradford Long
Managing Partner, Chief Investment Officer
Robert Lowry
Principal, Associate Research Director
Jessica Ludwig
Managing Partner
Katherine Marino
Principal, Director of Client Analytics
Sean McCaffery
Principal, Senior Defined Contribution Research Specialist
Carol McShera
Senior Consultant
James Modelski
Partner, Regional Director/West
Ryan Murphy
Senior Consultant
Peter Nadeau
Partner, Senior Consultant
Marycarmen Nevarez
Consultant
Adam Newell
Partner, Senior Consultant, The Wealth Office®
Timothy Ng
Senior Consultant
Anthony Novara
Partner, Research Director – Marketable Alternatives and Capital Markets
Kevin O’Connell
Senior Consultant
Karen Paulson
Partner, Senior Consultant
Kathryn Pizzi
Partner, Defined Benefit Practice Leader and Senior Consultant
Tyler Polk
Partner, Senior Consultant
Matthew Porter
Managing Partner, Senior Consultant
Eric Ramos
Principal, Senior Consultant
Louis Ressler
Senior Consultant
Jacqueline Rondini
Principal, Senior Consultant
Christopher Rowlins
Partner, Senior Consultant
Andrew Salak
Principal, Senior Consultant, The Wealth Office®
Brian Samuels
Partner, Senior Consultant
Zhee Sarabia
Consultant
Joseph Scime
Partner, Senior Consultant, The Wealth Office®
Barrett Scott
Senior Consultant, The Wealth Office®
Vincent Smith
Partner, Nonprofit Defined Contribution Practice Leader
Stephen Spencer
Principal, Senior Consultant
Michael Sustarsic
Partner, Research Director – Global Private Markets
David Thome
Principal, Senior Consultant
Paige Thompson
Consultant
Chad Tischer
Partner, Head of Private Client Consulting
Anthony Tranghese
Managing Partner, Director of Institutional Consulting
Brian White
Partner, Senior Consultant
Leslie Whitney
Partner, Senior Consultant
Altan Wuliji
Principal, Senior Consultant, The Wealth Office®Research & Analytics
Abbas Akbar
Consulting Analyst
Jacob Anderson
Manager, Performance Analytics
Matthew Babiash
Senior Research Analyst – Marketable Alternatives
Maya Basak
Consulting Analyst
Aaron Bassin
Manager, Data Operations
John Bayer
Senior Performance Analyst
Dylan Borgel
Senior Consulting Analyst
Ian Bradley
Senior Research Associate – Global Public Markets
Graham Chidester
Performance Analyst
Gina Christodoulou
Performance Analyst
Christian Cote
Senior Business Systems Engineer
Joshua Daniel
Manager, Consulting Analytics
Freskid Dinaj
Performance Analyst
Joseph Diogostine
Senior Consulting Analyst
Daniel Duffy
Senior Consulting Analyst
Andrew Dufur
Senior Performance Analyst
Robert Dunne
Consulting Analyst
Sheena Effendi
Data Operations Analyst
Claire Ellis
Consulting Analyst
Alison Fitzgerald
Consulting Analyst
David Fontaine
Manager, Trading
Stephany Fryman
CRM Solutions Administrator
Nadine Galvao
Senior Consulting Analyst
Emily Gildea
Senior Research Associate
Laura Gineo
Principal, Associate Director, Consulting Analytics
Owen Graham
Performance Analyst
Catherine Guanci
Consulting Analyst
Daisy Guzman
Consulting Analyst, The Wealth Office®
Joel Hainsfurther
Senior Research Analyst – Global Public Markets
Lucas Hannegan
Senior Consulting Analyst
Anne Haynes
Senior Consulting Analyst
Austin Herzy
Senior Consulting Analyst
Nash Hill
Consulting Analyst
Matthew Holland
Research Analyst
Bradley Johnson
Senior Performance Analyst, Team Lead
Andre Joyner
Consulting Analyst
Christopher Kachmar
Partner, Chief Market Strategist
Matthew Kaminski
Partner, Head of Manager Research
Mike Kopec
Senior Consulting Analyst
Eric Kraus
Senior Consulting Analyst, Team Lead
John Kreisher
Data Administrator
Raymond Larson
Senior Performance Analyst
Grant LaRussa
Data Operations Analyst
Christopher Ledwith
Senior Research Analyst – Global Public Markets
Eliza Lockwood
Consulting Analyst
Calla Loehr
Consulting Analyst
Daniel Lojko
Manager, Consulting Analytics
Bradford Long
Managing Partner, Chief Investment Officer
Robert Lowry
Principal, Associate Research Director
Ariel Lubin
Business Systems Engineer
Sean McCaffery
Principal, Senior Defined Contribution Research Specialist
Collin McGee
Senior Research Analyst – Global Public Markets
Liam McLaughlin
Consulting Analyst, The Wealth Office®
Denisse Merlos
Consulting Analyst
Dzenita Muhovic
Performance Analyst
Anthony Novara
Partner, Research Director – Marketable Alternatives and Capital Markets
Jessica Ouellette
Senior Consulting Analyst
Evan Paretti
Senior Consulting Analyst – Allocation
Taylor Peters
Consulting Analyst, The Wealth Office®
John Poydence
Consulting Analyst
Jeremiah Raymond
Business Systems Engineer
Brooke Robinson
Consulting Analyst
Alejandro Rodriguez
Senior Research Associate
Brian Rooke
Senior Research Analyst
Luke Rossi
Manager, Performance Analytics
Kyle Rubovits
Consulting Analyst
Nicholas Santangelo
Senior Consulting Analyst
Colin Schorsch
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
Eric Stanley
Senior Data Operations Analyst
Michael Sustarsic
Partner, Research Director – Global Private Markets
Molly Thomas
Data Analyst
Joel Urbina
Consulting Analyst
Marc Ursin
Manager, Performance Analytics
Benjamin Van Zoest
Consulting Analyst
Hunter Verbeck
Performance Analyst
Olivia Wall
Senior Research Analyst, Private Markets
Evan Walsh
Consulting Analyst
Alex Weiss
Director, Performance Analytics
Ryan Wieczorek
Performance Analyst
Alex Wikstrom
Senior Research Associate – Global Public Markets
Lindsay Zambino
Performance AnalystClient Services
Zachary Adkins
Operations Support Specialist
Vivian Alvarado
Client Service Associate
Carly Bishop
Client Service Associate
Jameel Branch
Financial Wellness Coordinator
Matthew Brophy
Senior Middle Office Operations Analyst
Tony Bruno
Middle Office Associate
Maggie Bujdasz
Senior Operations Analyst
Isaias Cadenas
Client Service Associate
Richard Cenar
Senior Client Service Associate
Alexander Collins
Client Service Associate
Nakeisha Deodat
Client Service Associate
Gisella Ferrer
Client Service Associate
Gibson Gaite
Manager, Client Services
Nancy Harrington
Client Service Associate
Duncan Harris
Manager, Middle Office
Dona Hounguevou
Client Service Associate
Ashley Lemieux
Client Service Associate
Andrew Lendnal
Head of Financial Wellness
Frank Locatell
Financial Wellness Coordinator
Jack Morrissey
Client Service Associate
Stiv Mucollari
Senior Client Service Associate
Sonny Napolitano
Client Service Associate
Samia Naz
Middle Office Associate
Dee Northern
Wealth Planner
Kiaina Phillips
Director of Institutional Services
Janki Prajapati
Senior Client Service Associate
Felicia Robinson
Senior Operations Analyst
Sean Roopcharan
Client Service Associate
Sandra Sergiyenko
Senior Manager, Client Services
Joshua Vance
Middle Office Associate
Cindy Vitek
Client Service AssociateOperations
Jill Anderson
RFP Specialist
Jenna Antonelli
Marketing Manager
Daniel Bell
Principal, Head of Finance
Irene Bukalo
Finance Billing Specialist
Linda Byrnes
Senior RFP Specialist, Team Lead
Lori Cahill
Finance Billing Specialist
Eva Campbell
Finance Associate
Patrick Chase
Partner, Executive Director of Enterprise Applications
Cristina Coimbra
Manager, Billing
Christian Coleman
Partner, Director of Business Development
David Correa
Finance Billing Specialist
Amy Cowles
Compliance Manager
Tracey Flynn
Principal, Director of Investment Operations
Jenna Friedman
Principal, Director of Marketing
Carrie Gallo
Marketing Associate
Nicklaus Harrington
Strategic New Business Specialist
Antonia Kitchen
Senior Talent Development Specialist
Kristen Klaus
Senior Marketing Associate
Elaine Krol
Administrative Assistant
Carol Morelli
Manager of Administration and Office Operations
Melissa Peters
Head of Human Resources
Sophie Pohlmann
Senior Human Resources Coordinator
Sierra Powel-Smith
Senior Legal Operations Associate and Compliance Analyst
Deborah Ranicar
Senior RFP Specialist, Team Lead
Michael Shevlin
Senior Accountant
