Other Professionals
SARAH J. JANKOWSKI
Chief Operating Officer
ROBERT E. PHAY, JR.
Chief Compliance Officer and General Counsel
Managing Partner | Chief Operating Officer | Joined in 1996
As a member of the Executive Leadership Team and one of two Managing Partners, Ms. Jankowski shares responsibility for managing the firm’s affairs and supervising all business units. She also serves as Chief Operating Officer with direct oversight of the information technology, operations and trading functions. She is an equity partner in the firm.
- Wells College – BA
- 31 years experience
Chief Compliance Officer and General Counsel | Joined in 2019
Mr. Phay is Chief Compliance Officer and General Counsel with oversight responsibility of the firm’s compliance program. He is an equity partner in the firm and a member of the Management Advisory Committee.
- Columbia University – JD
- Williams College – BA
- 26 years experience
JILLIAN P. BERGGREN
Controller
KRISTIN N. WYSOCKI
Senior Finance and HR Specialist
Controller | Joined in 2017
Ms. Berggren is the Controller for the firm.
- Bentley University – MBA
- Bentley University – BS
- 18 years experience
Senior Finance and HR Specialist | Joined in 2019
Ms. Wysocki is a Senior Finance and HR Specialist in the Finance Group.
- Saint Anselm College – BA
- 23 years experience
DAVID OKEREKE, CISSP
IT / Systems Security Manager
JOLINA S. LACSAMANA, CSM
Technical Support Developer
IT / Systems Security Manager | Joined in 2009
- Boston University – MS
- University of Massachusetts – BS
- Certified Information Systems Security Professional
- 23 years experience
Technical Support Developer | Joined in 2021
- University of Santo Tomas – BS
- Certified Scrum Master®
- 27 years experience
PAIGE C. EHART
Finance Associate
JENNIFER JIMENEZ
Office Administrator
Finance Associate | Joined in 2016
- Rollins College – BA
- 7 years experience
Office Administrator | Joined in 2019
Ms. Jimenez is the Office Administrator.
- University of Massachusetts – BA
- 17 years experience
W. RYAN EATON
Operations Manager
MATTHEW H. ETKIND
Senior Operations Associate
Operations Manager | Joined in 2019
Mr. Eaton is the Operations Manager.
- Providence College – BS
- 11 years experience
Senior Operations Associate | Joined in 2019
Mr. Etkind is a Senior Associate in the Operations Group.
- University of Massachusetts – MBA
- University of Massachusetts - BS
- 16 years experience
CONNOR BURFEIND
Operations Associate
JENNIFER S. REYNOLDS
Operations Associate
Operations Associate | Joined in 2020
Mr. Burfeind is an Associate in the Operations Group.
- College of the Holy Cross – BA
- 8 years experience
Operations Associate | Joined in 2016
Ms. Reynolds is an Associate in the Operations Group.
- Boston College – BS
- 7 years experience
Other Professionals
SARAH J. JANKOWSKI
Chief Operating Officer
ROBERT E. PHAY, JR.
Chief Compliance Officer and General Counsel
Managing Partner | Chief Operating Officer | Joined in 1996
As a member of the Executive Leadership Team and one of two Managing Partners, Ms. Jankowski shares responsibility for managing the firm’s affairs and supervising all business units. She also serves as Chief Operating Officer with direct oversight of the information technology, operations and trading functions. She is an equity partner in the firm.
- Wells College – BA
- 31 years experience
Chief Compliance Officer and General Counsel | Joined in 2019
Mr. Phay is Chief Compliance Officer and General Counsel with oversight responsibility of the firm’s compliance program. He is an equity partner in the firm and a member of the Management Advisory Committee.
- Columbia University – JD
- Williams College – BA
- 26 years experience
JILLIAN P. BERGGREN
Controller
KRISTIN N. WYSOCKI
Senior Finance and HR Specialist
Controller | Joined in 2017
Ms. Berggren is the Controller for the firm.
- Bentley University – MBA
- Bentley University – BS
- 18 years experience
Senior Finance and HR Specialist | Joined in 2019
Ms. Wysocki is a Senior Finance and HR Specialist in the Finance Group.
- Saint Anselm College – BA
- 23 years experience
DAVID OKEREKE, CISSP
IT / Systems Security Manager
JOLINA S. LACSAMANA, CSM
Technical Support Developer
IT / Systems Security Manager | Joined in 2009
- Boston University – MS
- University of Massachusetts – BS
- Certified Information Systems Security Professional
- 23 years experience
Technical Support Developer | Joined in 2021
- University of Santo Tomas – BS
- Certified Scrum Master®
- 27 years experience
PAIGE C. EHART
Finance Associate
JENNIFER JIMENEZ
Office Administrator
Finance Associate | Joined in 2016
- Rollins College – BA
- 7 years experience
Office Administrator | Joined in 2019
Ms. Jimenez is the Office Administrator.
- University of Massachusetts – BA
- 17 years experience
RYAN EATON
Operations Manager
MATTHEW H. ETKIND
Senior Operations Associate
Operations Manager | Joined in 2019
Mr. Eaton is the Operations Manager.
- Providence College – BS
- 11 years experience
Senior Operations Associate | Joined in 2019
Mr. Etkind is a Senior Associate in the Operations Group.
- University of Massachusetts - MBA
- University of Massachusetts – BS
- 16 years experience
CONNOR BURFEIND
Operations Associate
JENNIFER S. REYNOLDS
Operations Associate
Operations Associate | Joined in 2020
Mr. Burfeind is an Associate in the Operations Group.
- College of the Holy Cross – BA
- 8 years experience
Operations Associate | Joined in 2016
Ms. Reynolds is an Associate in the Operations Group.
- Boston College – BS
- 7 years experience