Our Team

Our team has extensive hands-on experience in asset allocation strategies, manager profiling, due diligence and fund selection. By working with us, you and your clients have access to 85 years of expertise in the investment industry. Our longevity as a team not only provides us with a cohesive process, but it gives us a thorough understanding of how to help our clients gather, grow and manage assets through changing market cycles.

Michael E. Annin  |  Senior Managing Director
Christopher M. O'Neill  |  Chief Investment Officer / Director of Research
Dominic A. Falaschetti  |  Senior Vice President
Jonathon Dues  |  Vice President, Business Development
Lavanya Batchu  |  Senior Consultant
Wenli Tan  |  Senior Consultant
Jack Koludrovic  |  Consultant, Mutual Fund Research
Bryan N. Platz  |  Consultant, Mutual Fund Research
Matthew L. Nowlin  |  Relationship Manager