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Our People
Leadership
Valerie O. Murray, CFP®
President
Denis Belinskiy
Managing Director
Head of Technology & Operations
Stefan Hermann
Managing Director
Business Development Officer
John Longo, PhD, CFA
Chief Investment Officer
Bennett MacDougall
General Counsel
Brian McGann, CFA
Executive Managing Director
Head of Investment Strategy
Antonia Pancel-Cipric, JD
Chief Fiduciary Officer
Zoie Silver, CFP®
Managing Director
Chief of Staff
Tom Mathew
Chief Compliance Officer