Management Team
KATHLEEN KIMIKO PHILLIPS-LOHRMANN
President and Chief Operating Officer

KATHLEEN KIMIKO PHILLIPS-LOHRMANN
President and Chief Operating Officer

RODNEY BERENS
Chairman & Senior Investment Strategist

RODNEY BERENS
Chairman & Senior Investment Strategist

FRANK BROCHIN
Chief Investment Officer

FRANK BROCHIN
Chief Investment Officer

TIMOTHY SCHILT
Senior Investment Manager

TIMOTHY SCHILT
Senior Investment Manager

Research Team
JUAN PERAZA
Research Analyst

JUAN PERAZA
Research Analyst

KINCADE WEBSTER
Research Analyst

KINCADE WEBSTER
Research Analyst

Finance & Operations Team
LAURA FINKLER
Chief Financial Officer & Chief Compliance Officer

LAURA FINKLER
Chief Financial Officer & Chief Compliance Officer

KELLY MCEVOY
Assistant Controller & Operational Due Diligence Analyst

KELLY MCEVOY
Assistant Controller & Operational Due Diligence Analyst

Investor Relations & Marketing Team
ISABELLE FERREIRA
Chief Compliance Officer & Investor Relations

ISABELLE FERREIRA
Chief Compliance Officer & Investor Relations

DIANE SCHOCKEN
Office Manager & Executive Assistant

DIANE SCHOCKEN
Office Manager & Executive Assistant

FRANCIE COMEY
Marketing & Research Associate

FRANCIE COMEY
Marketing & Research Associate