Our team

La Jolla

Scott Hart
Partner & CEO
Ari Heller
Vice President, Client Service
Jaffrey Hoey
Managing Director
Jennifer Ishiguro
Partner & Chief Legal Officer
Tyler Johnson
Partner & Chief Technology Officer
Anthony Keathley
Managing Director, Chief Accounting Officer
Thomas Keck
Partner & Head of Research & Portfolio Management
Shannon Kenska
Internal Sales Manager—West
Carson Kvaternik
Managing Director
Cynthia Leon
Managing Director
Roni Lynch
Vice President
Tonia McClure
Vice President, Administration & Operations
Alex Morsy
Vice President
Wes Ogburn
Partner & Head of Portfolio Analytics & Reporting
David Park
Partner, Chief Financial Officer
Thomas Redmond
Managing Director
Derek Roth
Vice President
Sam Scherf
Partner & Head of Data & Software Engineering
Anderson Souza
Managing Director
Johnny Sphabmixay
Associate—Rocky Mountain
Crystal Stokey
HR Global Benefits Manager
<< >>