Our Team
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Brian Gaister
Co-Founder, CEO
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Rodd Macklin
Co-Founder, Senior Managing Director
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Chris Wolfe
President & Chief Investment Officer
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Kent Andrews
Partner, Investments
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Jill Sheppard Davenport
Partner, Director of Health and Wellness
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Michael Rubenstein
Partner, Director of Income & Estate Tax Minimization
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Keith Kellum
Partner & Portfolio Manager
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Marilyn Santiago
Partner & Head of Relationship Management
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Wendy Xu
Managing Director, Private Markets
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Taylor Coe
Managing Director of Pennington Real Estate Partners
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Alex Rongione
Managing Director of Pennington Real Estate Partners
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Trey Sheain, CFA
Portfolio Manager
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Matthew Devine, CFA
Portfolio Manager
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William Lowrie, CFA
Portfolio Manager
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Megan Bleil
Partner, Family Office Advisor
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Will Halkyard
Client Relationship Officer
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Olimpia Sulla
Director, Wealth Strategy & Estate Planning
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Megan Graf
Senior Operations Advisor
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Guy Scott
Chief Compliance Officer
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David Bell
Senior Legal Advisor
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Chad Lilly
Vice President, Head of Talent Acquisition
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John Rizas
Director of Finance
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Nadia Khan
Senior Staff Accountant
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Jacob Reinhardt
Investment Analyst
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Longhe Cao
Investment Analyst
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Nicole Clark-Ramirez
Health & Wellness Specialist
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James H. “Jamie” McLaughlin
Senior Advisor
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Philip F. Strassler, CPA
Senior Advisor
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Roger Staiger
Senior Real Estate Advisor
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Tommy Wright
Senior Advisor
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Sehkar Puli
Senior Advisor
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Barak Kaufman
Senior Advisor
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David Homan
Senior Advisor
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Eric Rosen
Senior Advisor
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Daniel Erem
Senior Advisor
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Tod Trabocco
Senior Advisor
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Lauren Lennahan
Marketing Manager
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Jake Brophy
Senior Associate, Operations
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Odessa Clear
Operations Associate
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Hannah Aurich
Client Relationship Officer
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Courtney Bates
Executive Assistant
