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
Ms. Jankowski is Chief Operating Officer with oversight responsibility of information technology, operations, trading and client service. She is an equity partner in the firm and a member of the Executive Leadership Team.
- Wells College – BA
- 30 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
- 25 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
- 17 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
- 22 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
- 22 years experience
Technical Support Developer | Joined in 2021
- University of Santo Tomas – BS
- Certified Scrum Master®
- 26 years experience
PAIGE C. EHART
Finance Associate
JENNIFER JIMENEZ
Office Administrator
Finance Associate | Joined in 2016
- Rollins College – BA
- 6 years experience
Office Administrator | Joined in 2019
Ms. Jimenez is the Office Administrator.
- University of Massachusetts – BA
- 16 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
- 10 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
- 15 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
- 7 years experience
Operations Associate | Joined in 2016
Ms. Reynolds is an Associate in the Operations Group.
- Boston College – BS
- 6 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
Ms. Jankowski is Chief Operating Officer with oversight responsibility of information technology, operations, trading and client service. She is an equity partner in the firm and a member of the Executive Leadership Team.
- Wells College – BA
- 30 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
- 25 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
- 17 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
- 22 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
- 22 years experience
Technical Support Developer | Joined in 2021
- University of Santo Tomas – BS
- Certified Scrum Master®
- 26 years experience
PAIGE C. EHART
Finance Associate
JENNIFER JIMENEZ
Office Administrator
Finance Associate | Joined in 2016
- Rollins College – BA
- 6 years experience
Office Administrator | Joined in 2019
Ms. Jimenez is the Office Administrator.
- University of Massachusetts – BA
- 16 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
- 10 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
- 15 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
- 7 years experience
Operations Associate | Joined in 2016
Ms. Reynolds is an Associate in the Operations Group.
- Boston College – BS
- 6 years experience