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

Investment Analyst

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Dan Burns, CFA

Investment Analyst
Portfolio Manager

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Cody Cravens

Operations Manager

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Molly Damron

Client Services Manager

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Molly Damron

Client Services Manager

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Melanie Dubin

Sustainable Investment Analyst

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Nora Miller, CTFA

Vice President, Client Services

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Rhonda Willett Petty

Client Services Manager

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Christian Trout, CFA

Senior Investment Analyst/

Portfolio Manager

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NEW YORK AREA

PORTLAND

Brian Marra

Senior Vice President

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Stacey Pinkwater

Client Services Manager

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Charlie Dobson, CFP

Senior Vice President

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Erika Hermans

Client Services Manager

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ADVISORY BOARD

Richard Albright            

William Miller            

Mark Pelson

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