Directory

Investment Team:

• Kevin Tanner: Chairman | CEO | Chief Investment Officer | (408) 741-2333 | Email

• Marc Crosby, CFA, CFP, CPA: President | Analyst & Portfolio Manager | (408) 741-2332 | Email

• Phil Spencer, CFA: Director of Research | Analyst & Portfolio Manager | (408) 741-2338 | Email

• Matt Casas, CFA: Analyst & Portfolio Manager | (408) 913-7181 | Email

• Tracey Devine: Director of Investment Team Communications | Generalist Portfolio Manager | (669) 259-2121 | Email

• Andrew Early: Analyst & Portfolio Manager | (408) 913-7186 | Email

• Stephen Fung, MBA: Analyst | Operations Specialist | Email

• Matt Keating: Analyst & Portfolio Manager | (408) 913-7180 | Email

• Robert Meng, CFA: Analyst & Portfolio Manager | (408) 913-7183 | Email

• Joe Pollard, CFA, MBA: Analyst & Portfolio Manager | (408) 913-7182 | Email

• Adam Sato: Analyst & Portfolio Manager | (408) 741-2340 | Email

• Mathew Spencer, CFA: Analyst & Portfolio Manager | (408) 741-2335 | Email

• George Wehrfritz: Editor | International Advisor to the Investment Team | Email

Operations Team:

• Jim Tanner: Director of Operations | (408) 741-2331 | Email

• Travis Hanson, MBA: Chief Financial Officer | Operations Specialist | (408) 913-7188 | Email

• Adam Oreglia, GSEC, CISM: Information Security Manager | Operations Specialist | (408) 913-7184 | Email

• Maria Harrington: Director of Client Service | Operations Specialist | (408) 741-2336 | Email

• Adrena Lauti: Client Service & Operations Specialist | (408) 741-2339 | Email

• Tierney McClenahan: Operations & Investor Relations Specialist | (408) 913-7189 | Email

• Stephen Fung, MBA: Analyst | Operations Specialist | Email

• Jordan Hamilton: Operations Associate | (669) 259-2120 | Email

CLIENT SERVICE Team:

• Maria Harrington: Director of Client Service | Operations Specialist | (408) 741-2336 | Email

• Adrena Lauti: Client Service & Operations Specialist | (408) 741-2339 | Email

• Adam Oreglia, GSEC, CISM: Information Security Manager | Operations Specialist | (408) 913-7184 | Email

• Marc Crosby, CFA, CFP, CPA: President | Analyst & Portfolio Manager | (408) 741-2332 | Email

• Samantha Tanner: Investor Relations Specialist | (408) 913-7185 | Email

• John Lapava: Office Manager | (408) 741-2334 | Email

Investor Relations Team:

• Mark McClenahan, CFP: Director of Investor Relations | (408) 913-7187 | Email

• Samantha Tanner: Investor Relations Specialist | (408) 913-7185 | Email

• Tierney McClenahan: Operations & Investor Relations Specialist | (408) 913-7189 | Email

• Matt Casas, CFA: Analyst & Portfolio Manager | (408) 913-7181 | Email

Compliance Team:

• Madeline Hedges, CFP: Chief Compliance Officer | Email

• Marc Crosby, CFA, CFP, CPA: President | Analyst & Portfolio Manager | (408) 741-2332 | Email