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

Investment Analyst

​

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