Our Team
Brian Gaister
Co-Founder, CEO
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Rodd Macklin
Co-Founder, Senior Managing Director
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Michael Rubenstein
Partner, Director of Income & Estate Tax Minimization
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Kent Andrews
Partner, Investments
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Steve Aucamp
Partner, DC Market Leader
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Brad Lackey
Partner, DC Market President
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Marilyn Santiago
Partner & Head of Relationship Management
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Jill Sheppard Davenport
Partner, Director of Health and Wellness
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Keith Kellum
Partner & Portfolio Manager
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Megan Bleil
Partner, Family Office Advisor
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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, CFA
Managing Director of Pennington Real Estate Partners
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Trey Sheain, CFA, CAIA, CPWA®
Portfolio Manager
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Meredith Farber, CFA
Portfolio Manager
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Taylor Scott, CFA
Portfolio Manager
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Jacob Reinhardt
Investment Analyst
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Longhe Cao
Investment Analyst
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Olimpia Sulla
Director, Wealth Strategy & Estate Planning
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Alyssa McCreight
Director, Wealth Strategy and Estate Planning
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Dilum De Silva
Director of Client Reporting
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Will Halkyard
Associate Private Wealth Advisor
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Hannah Aurich
Client Relationship Officer
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Ben Pieroni
Client Relationship Officer
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Deborah Najarro
Client Relationship Officer
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Dan Ciemniecki
Client Relationship Officer
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Guy Scott
Chief Compliance Officer
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Derek Sutcliffe
VP of Finance
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Riley Frankel
Director of Finance
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David Bell
Senior Legal Advisor
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Megan Graf
Senior Operations Advisor
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Chad Lilly
Vice President, Head of Talent Acquisition
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Jake Brophy
Senior Associate, Operations
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Odessa Clear
Operations Associate
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Courtney Bates
Executive Assistant
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James H. “Jamie” McLaughlin
Senior Advisor
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Philip F. Strassler, CPA
Senior Advisor
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Sam Rubenstein
Senior Advisor
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Tommy Wright
Senior Advisor
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Sekhar 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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