Leadership

The People Behind Your Portfolio

Decades of institutional experience. CFA and CFP designations. A fiduciary obligation to act in your best interest — always. Hover to see credentials.

Robert Harrington

Robert Harrington

Chief Investment Officer

Robert Harrington

Chief Investment Officer
  • CFA Charterholder
  • Former MD, Goldman Sachs AM
  • Harvard MBA
  • 28 years in capital markets
Signature Approach Conviction Concentration
Catherine Liang

Catherine Liang

Head of Wealth Planning

Catherine Liang

Head of Wealth Planning
  • CFP, CPWA
  • Former Partner, McKinsey
  • Wharton MBA
  • 22 years in advisory
Signature Approach Tax-First Architecture
David Ashworth

David Ashworth

Head of Fixed Income

David Ashworth

Head of Fixed Income
  • CFA, FRM
  • Former VP, PIMCO
  • UChicago MSF
  • 19 years in credit markets
Signature Approach Duration-Opportunistic
Amara Osei

Amara Osei

ESG & Impact Lead

Amara Osei

ESG & Impact Lead
  • CFA, ESG Certificate
  • Former Director, BlackRock
  • Columbia SIPA
  • 15 years in sustainable finance
Signature Approach Impact-Weighted Returns