Our Team

HOWARD T.
ALTER
Managing
Partner
GEORGE E.
ANDRESEN
EVP & Chief Compliance
Officer
BETH M.
COULTON
Operations
Associate
STEPHEN K.
SHUEH
Managing
Partner
JANET G.
CHEN
Chief Financial
Officer
NICHOLAS A.
SHELTON
Director, Investments & Planning
ANDREW S.
LIEU
Principal
 
KERRI C.
MARTIN
Director, Financial
Analytics
LAURA
LOFFREDO
Operations
Associate
MATTHEW D.
WALLACK
Chief Investment
Officer
SARAH A.
KEMPSON
Director, Concierge
Services
KELLY E.
PIERCE
Olympic Fellow

HOWARD T.
ALTER
Managing Partner

STEPHEN K.
SHUEH

Managing Partner

ANDREW S.
LIEU
Principal

MATTHEW D.
WALLACK
Chief Investment Officer

GEORGE E.
ANDRESEN
EVP & Chief Compliance Officer

JANET G.
CHEN
Chief Financial
Officer

KERRI C.
MARTIN
Director, Financial
Analytics

SARAH A.
KEMPSON
Director, Concierge
Services

BETH M.
COULTON
Operations
Associate

NICHOLAS A.
SHELTON
Director, Investments & Planning

LAURA
LOFFREDO
Operations
Associate

KELLY E.
PIERCE
Olympic Fellow