Our Team - Institutional
Institutional | Private Wealth
Institutional
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HOWARD D. PERLOW, CFA
Chief Executive Officer
Santa Monica, CA
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MICHAEL A. ROSEN
Chief Investment Officer
Santa Monica, CA
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SANDRA KRIDEL
Chief Administrative Officer & Partner
Santa Monica, CA
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STEPHEN T. SMETANA
Chief Compliance Officer, Chief Operating Officer & Partner
Santa Monica, CA
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DAVID R. BRIEF, CFA
Head of OCIO & Partner
Santa Monica, CA
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ANNA L. MCGIBBONS, CFA
Senior Managing Director & Partner
Santa Monica, CA
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SAPNA SHAH, CFA, CAIA
Senior Managing Director
Santa Monica, CA
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AARON M. AZELTON, CFA
Managing Director & Partner
Santa Monica, CA
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GARRY DUNCAN, CAIA
Managing Director, Head of Client Development
Philadelphia, PA
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DEREK KELLMAN, CFA
Investment Officer
Santa Monica, CA
Investment Team
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DERRICK CRUZ
CEO of APIC & Partner
Santa Monica, CA
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MICHAEL J. BURLON
Managing Director, Portfolio Strategy and Research & Partner
Santa Monica, CA
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WILLIAM YUNG, CFA
Director, Private Markets & Partner
Santa Monica, CA
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EVGENIA RAIKH
Director, Private Markets & Partner
Santa Monica, CA
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HECTOR SANTANA
Director, Quantitative Research and Strategy
Santa Monica, CA
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KRUSHAL DESAI
Associate Director, Public Markets
Santa Monica, CA
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PATRICK FORREST
Associate Director, Private Markets
Santa Monica, CA
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MIA WEISBERG
Senior Associate, Private Markets
Santa Monica, CA
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KRISTINE ALBERTSON
Senior Associate, Private Markets
Santa Monica, CA
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JACQULINE RUAN
Senior Investment Analyst
Santa Monica, CA
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ADRIENNE TONG
Senior Investment Analyst
Santa Monica, CA
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CALEB YOUNG
Analyst, Public Markets
Santa Monica, CA
Operations & Reporting
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GINA CADEI
Managing Director, Operations & Partner
Santa Monica, CA
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ROBERT BLANDI
Associate Director of Fund Accounting and Compliance Operations
New York City, NY
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GINA NESCI
Reporting Supervisor
Santa Monica, CA
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LAURA LE
Senior Operations Analyst
Santa Monica, CA
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FEI FENG
Analyst
Santa Monica, CA
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SARAI GOMEZ
Analyst
Santa Monica, CA
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SYDNEY REINHARDT
Executive Assistant
Dallas, TX
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SARA SAEEDVAFA
Administrative Assistant
Santa Monica, CA