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Team Members In
Asset Management
Ed Antoian
CFA, CPA, MBA
Principal, Senior Strategic Advisor
Joe Bodnar
Director, Portfolio Manager
David Choi
CFA
Vice President, Portfolio Manager
Travis Dragan
CFA®, CMT, FRM®
Director, Portfolio Analyst
Tom Farrell
MBA
Vice President, Head of Real Estate
Les Globits
Vice President, Portfolio Manager
James Hargadon
CFA, CAIA
Vice President, Head of Manager Research
John Kemmerer
MBA, CAIA
Vice President, Head of Private Equity
Kevin O’Shea
Vice President, Head of Fixed Income
Patrick Snell
CFA, CAIA
Vice President Portfolio Manager
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Sequoia Financial Group