Our Firm

Dedicated to bringing more certainty to investors

Our Leadership Team

Renowned experts in Target Outcome Investing

Karan Sood

Karan Sood

CEO
Jeff Chang

Jeff Chang

President
Steve Neamtz

Steve Neamtz

Senior Advisor, Business Development
Jeremy Sperlazza

Jeremy Sperlazza

Chief Compliance Officer, Chief Legal Officer
Howard Rubin

Howard Rubin

Managing Director, Head of Portfolio Management
Linda Werner

Linda Werner

CMO & Managing Director, Head of Marketing
Joanne Hill

Joanne Hill

Chief Advisor for Research and Strategy
Trevor Lack

Trevor Lack

Managing Director, Portfolio Management
Christopher Lee

Christopher Lee

Managing Director, Head of Product Management
Michael Capizzi

Michael Capizzi

Managing Director, Business Development
Christopher Mortimer

Christopher Mortimer

Managing Director, Business Development
Matt McFarland

Matt McFarland

Senior Vice President, Capital Markets
Rishi Rajan

Rishi Rajan

Senior Vice President, Product Development
Kevin Sullivan

Kevin Sullivan

Senior Vice President, National Accounts
Patrick Corcoran

Patrick Corcoran

Senior Vice President, Portfolio Management
Scott Hanson

Scott Hanson

Senior Vice President, Portfolio Management
Nate Jencks

Nate Jencks

Senior Vice President, Head of Financial Control