Institutional Sales Team

T.F. is responsible for leading institutional sales and consultant relationships in the US, as well as directing the client servicing efforts. T.F. presents the firm and its investment capabilities to institutional consultants and plans throughout the US.

Anthony presents the firm and its investment capabilities to institutional consultants and plans throughout the United States, including public and corporate pension funds, endowments and foundations, single and multi-family offices, and Taft-Hartley plans.

Craig presents the firm and its investment capabilities to institutional plan sponsors, wealth platforms, single and multi-family offices and investment consultants, primarily in the Central US and Canada.

Pat is responsible for business development within the institutional channel, including institutional consultants and plans throughout the US, including public and corporate pension funds, endowments and foundations, single and multi-family offices, and Taft-Hartley plans.

Ainsley is responsible for working with pension and benefit consultants.

Jessie is responsible for expanding the firm's relationships with investment consultants and US institutional plan sponsors.