Team

Our team of dedicated alternative asset professionals has backgrounds in finance, accounting, and investment banking. The team has experience in providing high quality services to leading institutions in the alternative asset class.

Executive Leadership


Donn Cox
President & Managing Director
Sacramento

Brad Young
Managing Director & Head of Advisory
Richmond

Jenny Fenton
Senior Vice President Corporate Initiative
& Chief Compliance Officer
London

John Hess
Head of Global Strategic Initiatives
London

 

Global Alternatives Advisory and Research


Dr. William Charlton
Ph.D., CFA
Managing Director & Head of Global Research & Analytics
Richmond

Allen Waldrop
CPA, CFA
Managing Director & Head of Client Operations
Sacramento

Jim Treanor
Managing Director, Head of North America Advisory Services
Minneapolis

Rhonda Ryan
Managing Director & Head of EMEA
London

Peter Pfister
Managing Director & Head of Asia-Pacific
Singapore

Chason Beggerow
Managing Director
Richmond

Raelan Lambert
Managing Director
Sacramento

Richard Pugmire, CFA
Managing Director
Salt Lake City

Jay Yoder
CFA
Managing Director
Richmond

Alex Da Costa
Managing Director, Head of Hedge Fund Research
Montreal

Chris Farrington,
CAIA
Managing Director
Boston

Gurjeet Dosanjh
Director
Sacramento

Daniel Fuller
Director
Sacramento

You-Ha Hyun
Director
London

Charles Chiang
Director
Singapore

Philip R. Coté
CFA, FRM
Associate Director
Montreal

Dan Covich
CFA, CAIA, FRM
Associate Director
Minneapolis

Jim Fisher
Associate Director
Minneapolis

Mathieu Larochelle
CFA, CAIA
Associate Director
Montreal

Amy Ridge
Associate Director
Sacramento

Timothy Spiegel
Associate Director
Boston

Scott Wilkinson
Associate Director
London

Zachary Rioux
CFA
Associate Director
Salt Lake City

Wen Ting Geok
Senior Associate
Singapore

David Hartung
Senior Associate
Minneapolis

Cara Marcantonio
Senior Associate
Richmond

 

Risk Management


Clete Strak
Director
Minneapolis

Don Kim
Director, Investment Operations
Sacramento

Nicola Patel
Associate Director
London

Hana Poncova
Associate Director
London

Benjamin Scott
Senior Associate
London

Tammie Taylor
Senior Associate
Richmond

Steve Schwartz
Senior Associate
Minneapolis

Jedidiah Roberts
Senior Associate
Sacramento

 

Business Development


Doug Moore
Managing Director & Head of Business Development
Richmond