Our experts bring a unique mix of operating acumen and investment expertise.
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Tracy Fauls
Director of Talent & Development
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Kelli Fitzpatrick
Fund Accounting Manager
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Kelly Fortney
Project Manager
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Mike Kubacki
CFO
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Katie McCollum
Controller
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Megan Phillips
Senior Fund Accountant
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Jon Schwartz
President & Chief Operating Officer
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Dell Snyder
Accounting Manager
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Mary Tluczek
Director of Operations & Benefits
