The Power ofÂ
Human Capital
Our factor emanates from the considerable investment acumen, experience and diverse perspectives of our team; imbued by a deep passion for doing the right thing for our clients and each other.
Tina Byles Williams
CEO & CIO | Founder
McCullough Williams, III
President & Chief Operating Officer
Tina Byles Williams
CEO & CIO | Founder
Charles L. Curry, Jr.
Managing Director
Senior Portfolio Manager, US Fixed Income
Senior Portfolio Manager, US Fixed Income
Randolph Lestyk
Director
Portfolio Manager, US Fixed Income
Portfolio Manager, US Fixed Income
Adam Choppin, CFA, APFI
Vice President
Assistant Portfolio Manager
Multi-Manager Strategies
Assistant Portfolio Manager
Multi-Manager Strategies
Isaac H. Green, CFA
Senior Managing Director
Investment Strategist
Investment Strategist
Thomas Quinn, CFA
Managing Director
Senior Portfolio Manager, Tactical and Multi-Manager Strategies
Senior Portfolio Manager, Tactical and Multi-Manager Strategies
Cameron F. McLennan, CFA
Director
Portfolio Manager, Systematic Global Equities
Portfolio Manager, Systematic Global Equities
Sumali Sanyal, CFA
Managing Director
Senior Portfolio Manager, Systematic Global Equities
Senior Portfolio Manager, Systematic Global Equities
Noel McElreath, CFA
Director
Portfolio Manager, US Fixed Income
Portfolio Manager, US Fixed Income
Tracy Cao, CFA
Vice President
Team Lead Manager Research
Multi-Manager Strategies
Team Lead Manager Research
Multi-Manager Strategies
Shalonda Epps, CIPM®
Director
Portfolio Operations and Reporting
Omaar Poitevien
Senior Operations Research Analyst
Manager Ops Due Diligence
Manager Ops Due Diligence
Sean Golliher
Vice President
Operations
Operations
Denise E. Vellutato, CIPM®
Vice President
Portfolio Operations
Portfolio Operations
Cesar Gonzales, Jr., CMFC
Director
Manager Development and Client Portfolio Manager
Manager Development and Client Portfolio Manager
McCullough Williams, III
President & Chief Operating Officer
Genie Logue
Chief Financial Officer
David Andrade
Chief Technology Officer
General Manager of Aapryl
General Manager of Aapryl
Shelley Simms, Esq., IACCP ®
General Counsel
Chief Compliance Officer
Chief Compliance Officer
Michelle Goss
Director
Human Resources
Human Resources
Marion White, CPA
Vice President
Finance
Finance
Shelley Simms, IACCP
Senior Vice President General Counsel, CCO
Elisha Jennings, IACCP®
Chief Compliance Officer
Natalie Stephenson
TBD
Robert Morier
Director
Kila D. Weaver
Vice President
Dennis McCaskill, Jr.
Vice President
Clarissa Parker
Vice President
Tina Byles Williams
CEO & CIO | Founder
Fred G. Choate
Independent Board Member
McCullough Williams, III
President & Chief Operating Officer
Donna James
Independent Board Member
Isaac H. Green, CFA
Senior Managing Director
Investment Strategist
Investment Strategist
Obie McKenzie
Independent Board Member