Carolyn M. Beatty, CPA
Co-Chair of Tax Department
Meet Carolyn
Charles E. Clapp III, CFA
Partner, President, Portfolio Manager
Meet Charlie
Nicholas B. Crocker, CFA
Partner, Senior Research Analyst, Portfolio Manager
Meet Nick
Travis D. Davis
Assistant Portfolio Administrator
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Peter H. Dixon
Partner, Chief Investment Officer, Portfolio Manager
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Wanda G. Doles
Administrative Assistant
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Julianna W. Donovan
Marketing Specialist
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Andrew W. Dupee, CFA
Partner, Portfolio Manager
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Joseph M. Flynn, CPA
Senior Tax Advisor
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Peter C. Ford
Portfolio Administrator
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T. Alexandra Gibbs, CFP®,CDFA®
Partner, Portfolio Manager
Meet Lexi
Catherine E. Grundy
Vice President of Foundation Services
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Pamela L. Halter, J.D., LL.M
Chief Fiduciary Officer
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Weston Howland III, CFA
Partner, Chairman & CEO, Porfolio Manager
Meet Tony
F. Gardner Jackson Jr., CFA
Partner, Portfolio Manager
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Eoin M. Lane
Fund & Operations Administrator
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Richard A. M. Lyon, JD, CPA
Partner, Chief Financial Officer
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Daniella A. MacRitchie
Portfolio Administrator Manager
Meet Daniella
Lauren T. McDonough
Lead Portfolio Administrator
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Maureen E. Quigley, CFA
Partner, Portfolio Manager, Chief Compliance Officer
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Kevin P. Viola
Trading & Operations Manager
Meet Kevin
Patricia K. Wachsmuth, CPA
Co-Chair of Tax Department
Meet Patty