Our leaders

Chairman Emeritus
Chief Executive Officer

Our management committee

Patrick S. Boyle
Head of Client Investment Solutions
Elizabeth W. Delo
National Director of Client Advisory
Yvette M. Garcia
Managing Director and General Counsel
Max Gelfer's Headshoot
Chief Technology Officer
Allison D. Heilborn
Chief Financial Officer
Photo of Rita Kane
Chief Human Resources Officer
James Kronenberg
Chief Fiduciary Counsel and Head of Wealth Planning
Peter-J-Langas
Head of Investment Technology Strategy
Deborah_Lo-Cascio
Head of Corporate Analysis and Planning
Holly-MacDonald
Chief Investment Officer
Headshot photo Michael Marquez
Chief Client Officer and Chief Operating Officer
Jeff-Mills
Chief Investment Strategist
Gerardo Nout
Head of Client Investment Solutions
Christian S. Thornburg
National Director of Client Advisory