“We believe our clients benefit when the entire firm is inter-connected.”
We actively collaborate across the firm, ensuring that our clients benefit from our shared expertise and that we are well positioned to meet the challenges of a constantly changing market environment. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them.
100+
team members
$14b
assets managed by our team
27+
trading desk experts
Leadership
-
Richard PilosofPrincipal, Chief Executive Officer
-
Dannielle UllrichPrincipal, Chief Financial & Operating Officer
-
David MathesonPrincipal, Co-Chief Investment Officer
-
Peter MetcalfePrincipal, Co-Chief Investment Officer
-
Alexander EvisPrincipal, Chief Risk Officer
-
Mira NewportChief Administrative Officer
-
Sara D'EliaChief People Officer
-
Martin ErasmusPrincipal, Chief Compliance Officer
-
Ilias LagopoulosPrincipal, Head of Investment Grade
-
Derrick JumperPrincipal, Head of Credit Research
-
Ray CaoPrincipal, Head of Quantitative Portfolio Management
-
Liam O'SullivanPrincipal, Co-Head of Client & Product Solutions
-
Ann Glazier RothwellPrincipal, Co-Head of Client & Product Solutions
-
Imran DhananiPrincipal, Head of Retail Distribution
-
Editte MalilePrincipal, Head of Client Relations
-
Ahmed IslamPrincipal, Head of Finance & Operations
-
Cezar GheorgheHead of Technology
Executive Advisors
Portfolio Management
-
David MathesonPrincipal, Co-Chief Investment Officer
-
Peter MetcalfePrincipal, Co-Chief Investment Officer
-
Ilias LagopoulosPrincipal, Head of Investment Grade
-
Ray CaoPrincipal, Head of Quantitative Portfolio Management
-
Tony WangPortfolio Manager
-
Graham ChubbFinancial Engineer
-
Spencer BrannonPortfolio Manager
-
Alex LedermanPortfolio Manager
-
Andrew QuinetPortfolio Manager
-
Sarah PereiraAssociate Portfolio Manager
-
Brian TinneyPrincipal, Associate Portfolio Manager
-
Jacqueline KopeAssociate Portfolio Manager
-
Joey DingAssociate, Portfolio Management
Risk
Credit Research
Client & Product Solutions
-
Liam O'SullivanPrincipal, Co-Head of Client & Product Solutions
-
Ann Glazier RothwellPrincipal, Co-Head of Client & Product Solutions
-
Kripa KapadiaPrincipal, Client & Product Solutions
-
Zachary BarskyDirector of Institutional Solutions
-
Jamie SchwartzDirector of Private Clients
-
Lydia GeorgeDirector of Marketing & Sales Enablement
-
Irvin HeManager, Client & Product Solutions
-
Anthasia LockManager, Sales Enablement
Retail Distribution
-
Imran DhananiPrincipal, Head of Retail Distribution
-
Matthew HunterDirector of National Sales
-
Brendon ScottPrincipal, Director of Retail Distribution
-
Dario PandurevicPrincipal, Director of Retail Distribution (Quebec)
-
Carly PlateDirector of Retail Distribution
-
David BowmanDirector of Retail Distribution
-
Christina LiBusiness Development Manager
-
Colin Wallace Jr.Business Development Manager
-
Clayton SequeiraBusiness Development Manager
-
Daniel KaragueuzianBusiness Development Manager
-
Vincenzo BufalinoManager, Retail Distribution
Client Relations
Operations & Finance
-
Dannielle UllrichPrincipal, Chief Financial & Operating Officer
-
Ahmed IslamPrincipal, Head of Finance & Operations
-
Ankit MasaliaDirector, Finance
-
Bonny HangDirector, Investment Accounting
-
Paul SamuelDirector, Investment Operations
-
Anthony TangManager, Investment Accounting
-
Claire HoManager, Investment Accounting
-
Venus HoManager, Accounting
-
Rachel VanamamalaManager, Trading Operations
-
Ryan WalshManager, Derivatives
-
Faye CamachoManager, Client Operations
Administration & Solutions
People & Culture
Compliance
Technology