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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 Manag
er
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
Jake Matthews
Sustainability Analyst
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
J.T. Closi, CFP®
Managing Director
ADVISORY BOARD
Richard Albright
Jenny Kimball
William Miller
Mark Pelson
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