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Meet Our People

We believe one of the best reasons to come here are the people who already work here. Learn more about some of the most talented, accomplished and interesting people working in finance today.

  • Andrew

    Andrew

    Brokerage Operations Representative
    Westlake, TX
  • Brad

    Brad

    Transaction Processing Representative
    Convington, KY
  • Wendy

    Wendy

    HR, Payroll
    Durham, NC
  • Marcin

    Marcin

    Sr. Portfolio Analyst
    Boston, MA
  • Scott

    Scott

    Sr. Facilitator
    Covington, KY
  • Michele

    Michele

    Project Manager
    Westlake, TX
  • Tracey

    Tracey

    Service Delivery Associate
    Merrimack, NH
  • Tricia

    Tricia

    Sr. Account Executive
    Portland, OR
  • Fred

    Fred

    eLearning Consultant
    Covington, KY
  • Gretchen

    Gretchen

    Communications Consultant
    Convington, KY
  • Jeremiah

    Jeremiah

    VP, Service Product Management
    Boston, MA
  • Patrick

    Patrick

    Product Specialist
    Boston, MA
  • Courtenay

    Courtenay

    Director, PAS Product Development
    Boston, MA
  • Stacey

    Stacey

    VP, Associate General Counsel
    Boston, MA
  • Sarah

    Sarah

    Client Services Manager
    Boston, MA
  • Amy

    Amy

    Private Access Relationship Manager
    Burlington, MA
  • Sharon

    Sharon

    Workplace Guidance Representative
    Raleigh, NC
  • Lori

    Lori

    Director, Project Management
    Raleigh, NC
  • Andrew

    Andrew

    Director of Finance
    Merrimack, NH
  • Caryn

    Caryn

    Human Resources Manager
    Merrimack, NH
  • Kimberly

    Kimberly

    North America Expertise Center
    Manager, Nashua, NH
  • Ricardo

    Ricardo

    Change Order Analyst
    Albuquerque, NM
  • Thomas

    Thomas

    Client Service Manager
    Smithfield, RI
  • Rick

    Rick

    VP, Software Architecture
    Smithfield, RI
  • Jill

    Jill

    Senior Director, Real Estate Services
    Smithfield, RI
  • Chris

    Chris

    Regional Planning Consultant
    Houston, TX
  • Laurie

    Laurie

    Risk Manager
    Westlake, TX
  • Gary

    Gary

    Operations Project Lead
    Westlake, TX
  • Russ

    Russ

    Annuity Client Services Manager
    Salt Lake City, UT
  • Pamela

    Pamela

    Regional Consultant
    Reston, VA
  • Doug

    Doug

    Branch Manager
    Sacramento, CA
  • Tim

    Tim

    VP, Investment Consulting
    Smithfield, RI
  • Lauren

    Lauren

    System Services Manager
    Boston, MA
  • Michelle

    Michelle

    Senior Account Executive, VP
    Bethesda, MD
  • Lisa

    Lisa

    HR Manager
    Merrimack, NH
  • Andrew

    Andrew

    General Management Apprentice
    Smithfield, RI
  • Jennifer

    Jennifer

    Manager, Portfolio Advisory Services
    Westlake, TX
  • Stephen

    Stephen

    Capital Markets Analyst
    Boston, MA (World Trade Center)
  • Traver

    Traver

    Business Analyst
    Boston, MA (World Trade Center)
  • Matt

    Matthew

    Capital Markets Associate
    Boston, MA (World Trade Center)
  • caitlin

    Caitlin

    Accounting Analyst
    Boston, MA
  • Benjamin

    Benjamin

    Accounting Analyst
    Boston, MA