Our Team

Our team has extensive hands-on experience in asset allocation strategies, manager profiling, due diligence and fund selection. 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  |  Senior Vice President, Business Development
■ Lavanya Batchu  |  Vice President
■ Wenli Tan  |  Senior Consultant
■ Jack Koludrovic  |  Consultant, Mutual Fund Research
■ Bryan N. Platz  |  Consultant, Mutual Fund Research
■ Matthew L. Nowlin  |  Relationship Manager