INVESTMENT MANAGERS | CLIENT PORTAL

Business Development Team

Our business development professionals work to develop relationships across sectors and provide meaningful insight throughout the advisor-exploration process.

Ted Hermann

Managing Director

Emmanuel Canteras

Associate Director | Business Proposals

We follow the data until it leads to insight, and turn insight into ideas that benefit our clients.

Our latest whitepapers, viewpoints, and annual outlooks.

December 2024

Market Note

A year-end look at an incredible U.S. equity bull market

December 2024

Thought Leadership

Examining the Case for Private Credit

December 2024

Markets Updates

November 2024 Capital Markets Update