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OUR TEAM
SANTA FE
Andrew Wallerstein
Chief Executive Officer, Partner
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Christine McDermott, CFA
Chief Investment Officer, Partner
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Julia Peters, JD
Chief Counsel, Partner
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Ariel Brunn, CFA
Investment Analyst
Portfolio Manager
Dan Burns, CFA
Investment Analyst
Portfolio Manager
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Cody Cravens
Operations Manag
er
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Molly Damron
Client Services Ma
nager
Andrea Dunick
Client Services Manager
David Hyun, CFA
Senior Investment Analyst
Portfolio Manager
Nora Miller, CTFA
Vice President, Client Services
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Jake Matthews
Sustainability Analyst
Rhonda Willett Petty
Client Services Manager
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Christian Trout, CFA
Senior Investment Analyst
Portfolio Manager
NEW YORK AREA
PORTLAND
Brian Marra
Senior Vice President
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Stacey Pinkwater
Client Services Manager
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J.T. Closi, CFP®
Managing Director
ADVISORY BOARD
Richard Albright
Jenny Kimball
William Miller
Mark Pelson
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