Our Team - Institutional

Institutional | Private Wealth & Family Office

Institutional

• HOWARD D. PERLOW, CFA

  Chief Executive Officer

  Los Angeles, CA

• MICHAEL A. ROSEN

  Chief Investment Officer

  Santa Monica, CA

• STEPHEN T. SMETANA

  Chief Compliance Officer, Chief Operating Officer & Partner

  Los Angeles, CA

• ANNA L. MCGIBBONS, CFA

  Senior Managing Director & Partner

  Santa Monica, CA

• DAVID R. BRIEF, CFA

  Head of OCIO & Partner

  Santa Monica, CA

• SAPNA SHAH, CFA, CAIA

  Senior Managing Director

  Santa Monica, CA

• AARON M. AZELTON, CFA

  Managing Director & Partner

  Los Angeles, CA

• GARRY DUNCAN, CAIA

  Managing Director, Head of Client Development

  Philadelphia, PA

• DEREK KELLMAN, CFA

  Investment Officer

  Santa Monica, CA

Investment Team

• DERRICK CRUZ

  CEO of APIC & Partner

  Location

• MICHAEL J. BURLON

  Managing Director, Portfolio Strategy and Research & Partner

  Location

• EVGENIA RAIKH

  Director, Private Markets & Partner

  Location

• WILLIAM YUNG, CFA

  Director, Private Markets & Partner

  Location

• HECTOR SANTANA

  Director, Quantitative Research and Strategy

  Location

• KRUSHAL DESAI

  Associate Director, Public Markets

  Location

• PATRICK FORREST

  Senior Associate, Private Markets

  Location

• MIA WEISBERG

  Senior Associate, Private Markets

  Location

• KRISTINE ALBERTSON

  Associate, Private Markets

  Location

Operations & Reporting

• GINA CADEI

  Director, Operations & Partner

  Location

• ROBERT BLANDI

  Associate Director of Fund Accounting and Compliance Operations

  Location

• FEI FENG

  Analyst

  Location