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OUR TEAM
SANTA FE
Andrew Wallerstein
Chief Executive Officer, Partner
Christine McDermott, CFA
Chief Investment Officer, Partner
Julia Peters, JD
Chief Counsel, Partner
Ariel Brunn, CFA
Investment Analyst/
Portfolio Manager
Dan Burns, CFA
Investment Analyst
Portfolio Manager
Cody Cravens
Operations Manager
Molly Damron
Client Services Manager
Molly Damron
Client Services Manager
Nora Miller, CTFA
Vice President, Client Services
Rhonda Willett Petty
Client Services Manager
Christian Trout, CFA
Senior Investment Analyst/
Portfolio Manager
NEW YORK AREA
PORTLAND
Brian Marra
Senior Vice President
Stacey Pinkwater
Client Services Manager
Charlie Dobson, CFP
Senior Vice President
Erika Hermans
Client Services Manager
ADVISORY BOARD
Richard Albright
Jenny Kimball
William Miller
Mark Pelson
