Dedicated Team

Our People

Charles A. Adonizio Relationship Management Officer, Endowment and Foundation Portfolio Management	Stephen R. Burns, CFA Relationship Manager, Endowment and Foundation Portfolio Management Vice President	John W. Church, CFA Director of Endowment and Foundation Impact Portfolio Management Managing Director	Nina L. Cohen Director of Endowment and Foundation Advisory Managing Director
Adam M. Conish, CFA Director of Endowment and Foundation Investments Managing Director	Michael C. Crow Relationship Manager, Endowment and Foundation Portfolio Management Managing Director	Kathryn Davidson Management Associate, Endowment & Foundation Wealth Advisory	Rosemary DiRita Relationship Manager, Endowment and Foundation Advisory Managing Director
Julia Enyart Vice President, Sustainable and Impact Investing	Katelyn M. Flaherty Relationship Manager, Endowment and Foundation Advisory Vice President	Thomas J. LaFauci, CFA Research Analyst, Endowment & Foundation Investments Officer	Jonathan R. Lavy, CFA Relationship Manager, Endowment and Foundation Portfolio Management Managing Director
Stephen C. Lehman, CFA Chief Investment Officer for Endowment and Foundation Director, Investments of The Pew Trusts	Thomas Moore Relationship Manager, Endowment and Foundation Advisory Vice President	Eli Mudrick, CPA Relationship Management Officer, Endowment and Foundation Advisory	Natalie Parker Management Associate, Endowment and Foundation Portfolio Management
Andrew K. Slade, CAP® Relationship Management Officer, Endowment and Foundation Advisory	Kenneth B. Trippe, CFA, FRM Director of Private Investments Managing Director	Jennifer Wong, CFA Portfolio Manager, Private Investments Vice President	Christopher M. Zafiriou, CFA Relationship Manager, Portfolio Management - The Pew Trusts Managing Director