Nick Tan, CFA, CAIA

Nick Tan, CFA, CAIA

Institutional Sales Associate

Nicholas Tan, CFA, CAIA, is an institutional sales associate responsible for expanding the firm's relationships with investment consultants and US institutional plan sponsors, including public and corporate pension funds, endowments and foundations, and Taft-Hartley plans. Prior to joining the organization, Nick worked as an investment consultant at Willis Towers Watson for five years, specifically with OCIO corporate defined benefit and defined contribution clients. Nick has eight years of industry experience and has been with the firm since 2017. He graduated from the University of Michigan with a BA in business and BA In organizational studies. He Is a CFA® and CAIA® charterholder. He maintains the Series 7 and 63 licenses and is a registered representative of Foreside Fund Services, LLC.

Nick Tan, CFA, CAIA
Martin Coughlan, CFA, CAIA

Institutional Sales Team

Martin Coughlan, CFA, CAIA

Head of Distribution

Anthony F. DeVicaris

Institutional Sales Team

Anthony F. DeVicaris

Senior Director, Institutional Markets

Craig Mauri, CFA, CAIA

Institutional Sales Team

Craig Mauri, CFA, CAIA

Senior Director, Institutional Markets

T.F. Meagher

Institutional Sales Team

T.F. Meagher

Senior Director, Institutional Market

Ainsley Borel, CFA

Institutional Sales Team

Ainsley Borel, CFA

Senior Director, Consultant Relations

Martin Coughlan, CFA, CAIA

Institutional Sales Team

Martin Coughlan, CFA, CAIA

Head of Distribution

Anthony F. DeVicaris

Institutional Sales Team

Anthony F. DeVicaris

Senior Director, Institutional Markets

Craig Mauri, CFA, CAIA

Institutional Sales Team

Craig Mauri, CFA, CAIA

Senior Director, Institutional Markets

T.F. Meagher

Institutional Sales Team

T.F. Meagher

Senior Director, Institutional Market

Ainsley Borel, CFA

Institutional Sales Team

Ainsley Borel, CFA

Senior Director, Consultant Relations