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A team built on experience and insight.

With decades of collective experience, our team delivers clarity, consistency, and high-conviction insight to help clients achieve long-term value through changing market conditions.

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Jenny Muller, CFA

Managing Partner, Director of Marketing & Client Service

Justin Moscardelli Partner professional headshot. He is wearing a blue button-down with a blue plaid blazer.
Justin Moscardelli

Partner, Marketing & Client Service

Matt Fuchs, CFA

Principal, Product Management

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Alec Finigan, CFA

Senior Manager, Marketing & Client Service

Noel Hoyt

Senior Digital Marketing Manager

Libby Nelson CFA Senior Manager Marketing & Client Service professional headshot. She is wearing a navy blouse.
Libby Nelson, CFA

Senior Manager, Marketing & Client Service

Lauren DiFrancesco

Marketing & Client Service Manager

John Festa

Senior Sales Enablement Analyst

Pat Fraser

Senior Marketing & Client Service Associate

Phoebe Morss

Senior Marketing & Client Service Associate

Michelle Salvatore

Senior Marketing & Client Service Associate

Maddie Bayard

Marketing & Client Service Associate

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