In Good Company

In Good Company.

Before you can build equity portfolios positioned to exploit disruptive ideas, innovations, and macroeconomic forces, you have to build a team that knows how to find them. And we have. Meet the brains that power our portfolios and the team that brings it all together. CFAs and MBAs. Tax attorneys and entrepreneurs. Researchers and economists. We hire the “best in class” from different practices and backgrounds to bring unique perspectives to each client’s situation. You’ll be in good company working with us.

Jeff Whitaker President and CEO
Amy P. Raskin Chief Investment Officer
A. Alan Adler, III Managing Director
Senior Portfolio Manager
Roselyn Ayala Trust Officer
Carson Babbitt End User and Network Support Analyst
Jillian Barradas Business Development Assistant
Kristen Barstow Assistant Vice President
Mehdi Bensaida Vice President
Finance
Jeffery M. Bishoff Chief Technology Officer
Tanya M. Blakely Vice President
Senior Trust Officer
Antoaneta Borisova Client Services Associate
Justin Brandt Trust Associate
Natalie L. Burch Vice President
Internal Auditor
Tapfuma Chibaya, CFA Vice President
Portfolio Manager and Thematic Research Analyst
Michelle Cohen Trust Officer
Client Services Associate
Garrett Collier Vice President
Thematic Research Analyst
Christopher Colunga Assistant Vice President
Compliance Officer
Matthew Craun CRM Administrator
John A. Cutler Senior Advisor
Carlton Davis Vice President
Fixed Income Trader and Portfolio Manager
Jeffrey C. Dillman, CFA Managing Director
Edward B. Dobranetski, CFA Managing Director
Blake K. Doyle Head of Institutional Sales
Head of Product Development
Paul R. Duncan Vice President
Bobby Eubank, CFA Thematic Research Analyst
Lourdes Fabi Vice President
Daniel Ferrett Compliance Officer
Anthony Ferry Performance Analyst
Lawrence P. Fisher, II President, Family Wealth Services
Susan Freed, CFP® Managing Director
Joel Friedman Chief Financial Officer
Jessica Frommer Managing Director
Client Services Manager
Sebastian Fuentes Vice President
Deborah G. Gandy Managing Director
Michael Gildenhorn Senior Managing Director
Director of Portfolio Management
Laura Greb Client Services Associate
Dan Hall Managing Director
Ashley G. Hall Vice President
Wealth Advisor and Relationship Manager
Alexander Hanna Trust Officer
Kristi Henry Assistant Vice President
Financial Planning Associate
Merrill Hermann Marketing Events Coordinator
Duna Hur Trader
Doda Johnson Assistant Vice President
Kathryne Kaibni Executive Assistant
Laly Kassa, CFP® Managing Director
Co-Head of Planning Group
Christine
Nicolaides Kearns Vice Chair and General Counsel
Elizabeth Kearns Director
Co-Head of Planning Group
Hervé Kivuvu Client Onboarding Associate
Michael Kleinschmidt Vice President
Tracy Lall Assistant Vice President
Client Onboarding Team Manager
Liz Lambert Vice President
Paula A. Landau, CFP®, CTFA Managing Director
Wealth Advisor and Relationship Manager
Dan Ledwith, CFA Vice President
Thematic Research Analyst
Christopher Lee Senior Trust Officer
James Leverett Trust Operations Officer
Justin S. Liberti, CMT® Vice President
Laura Marsh Marketing Production and Design Specialist
Andrew Marshall, CFA Vice President
Eric Mason Managing Director
Trust Operations Manager
Melissa Mercurio Senior Trust Officer
Tatiyana Miles Administrative Assistant
Josanne Miller Assistant Vice President
Compliance Officer
Francisco Moreno Trust Officer
Octavia Morman Trust Officer
Melissa N. Moroney Vice President
Associate General Counsel
Blake Morris Assistant Vice President
Internal Audit
Stacy C. Murchison Chief Marketing Officer
Zachary Navarro Thematic Research Analyst
Kimberly D. Navarro Executive Assistant
Megan Nevius Assistant Vice President
Senior Trust Officer
Rhonda Newlon Business Development Assistant
Sveta Novikova Vice President
Lynn M. Panagos Chief Client Services and Operations Officer
Veronica Parker Senior Trust Officer
Craig Pernick Senior Managing Director Head of Fixed Income
Amitha Prabhu Senior Vice President
Director of Internal Audit
Richard Preziosi Vice President
Senior Software Developer
Erin L. Raimundo Vice President
Margaret Randle Senior Trust Officer
Jeffrey T. Relyea Managing Director
Melanie Risinger, CPA Vice President
Tax Reporting
Jeannette Owen Roegge Chief Fiduciary Officer
Henry Romeyn Associate Director, Institutional
Michele Russell Staff Accountant
Lisa R. Saunders Managing Director
Sneha Senjalia, CFA® Vice President
Dan Serra CFP® Vice President
Lorraine Sevigny Trust Operations Officer
Leslie K. Smith Senior Advisor
Spencer C. Smith Senior Managing Director
Head of Institutional Investments
Jastinder Sohi, CFA Managing Director
Gloria Spaans Account Administrator
Tim Spear Client Onboarding Associate
Michael J. Stafford, Jr., CFA Managing Director
Brendan Tennant Financial Planning Analyst
Barbara Thebo Trust Associate
Lauren Vasunda Assistant Vice President
Internal Audit
Devona Wade Trust Officer
Colin Wali Senior Trust Officer
Christine Wallace Managing Director
James K. Webster Trust Officer
Marc K. Wishkoff Senior Managing Director
Head of Business Development
Claudette Wood Trust Operations Analyst
Kisha A. Wright Trust Operations Officer
Keisha N. Young Managing Director
Fareena Zeeshan Trust Officer

In Good Company.

Our story begins with yours.

CCT Asset Management