Marcus A. Whitfield
Chief Executive Officer & Managing Partner25+ years in institutional asset management. Formerly a senior portfolio strategist at a global bulge-bracket firm. Leads firm strategy and client partnerships.
The People
Senior judgment, on every engagement
Fifty-eight professionals across investments, credit, risk and client service — led by a committee whose members average 19 years of experience across bull markets, crises and everything in between.
Eleanor J. Castellanos
Chief Investment OfficerChartered Financial Analyst with two decades across public and private markets. Chairs the Investment Committee and oversees all strategy construction.
David R. Okafor
Head of Corporate Asset ManagementAdvises CFOs and treasury teams on liquidity, hedging and liability-driven investment programs across 40+ corporate relationships.
Sarah M. Lindqvist
Head of Lending & Project FinanceStructured finance veteran with $3.2B in arranged project and corporate facilities. Leads underwriting, syndication and credit risk.
James T. Hartley
Chief Risk OfficerFormer regulator-side risk advisor. Architects the firm’s enterprise risk framework, stress-testing regime and compliance governance.
Priya N. Raman
Director of Wealth AdvisoryLeads the private client practice — financial planning, trust services and generational wealth transfer for 300+ families nationwide.
