Our Team

 
  • Brian Gaister

    Co-Founder, CEO

  • Rodd Macklin

    Co-Founder, Senior Managing Director

  • Michael Rubenstein

    Partner, Director of Estate and Wealth Planning

  • Tom Ryan

    Director of Operations

  • Kent Andrews

    Partner, Vice President of Investments

  • Jill Sheppard Davenport

    Director of Health and Wellness

  • Wendy Xu

    Managing Director, Private Markets

  • Taylor Coe

    Managing Director of Pennington Real Estate Partners

  • Alex Rongione

    Alex Rongione

    Managing Director of Pennington Real Estate Partners

  • Trey Sheain, CFA

    Portfolio Manager

  • Megan Bleil

    Partner, Family Office Advisor

  • Matthew Devine, CFA

    Director, Family Office Advisor

  • Olimpia Sulla

    Director, Wealth Strategy & Estate Planning

  • Guy Scott

    Chief Compliance Officer

  • John Rizas

    Director of Finance

  • Chad Lilly

    Vice President, Head of Talent Acquisition

  • Nicole Clark-Ramirez

    Health & Wellness Specialist

  • Roger Staiger

    Senior Real Estate Advisor

  • Marc Halsema

    Senior Advisor

  • Tod Trabocco

    Advisor

  • Pete Feinman

    Senior Associate, Founder Engagement

  • William Lowrie, CFA

    Portfolio Manager

  • Jerry Ding

    Investment Analyst

  • Jake Brophy

    Senior Associate, Operations

  • Nadia Khan

    Senior Staff Accountant

  • Joe Masino

    Client Relationship Officer

  • Michael Cairns

    Client Relationship Officer

  • Colin Larsen

    Client Relationship Officer

  • Courtney Bates

    Executive Assistant