Our Team

Executive Leadership

Keith M. Bloomfield

D. Dixon Boardman

Geoffrey M. Lewis, CA (SA), CPA

Investments

Andrew Mehalko, CFA

Yehuda Y. Spindler, CPA

Neil Datta

Marshall Hendler

Michael Rhea

Payton Lill

Polina Kiseleva

Business Development

Jennifer Young, CFA

Thomas S.T. Gimbel

Alex Sandhaus

Levi Williamson

Christopher Carroll

Tracy Lynch

Compliance/Operations

Ragnar Gearhart

Frank Rocchio

Susan Kapuscinski

Cecile Feeley

Faigie Schwartz, CPA

Arnold Rozenvasser