OUR COMPANY
INVESTMENT MANAGEMENT
PLANNING
CULTURE
OUR TEAM
CONTACT
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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
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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