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Who We Are

Our relationships are everything.

Through a culture of excellence and a long-term approach to investing, we have built lasting partnerships with advisors and high-net-worth clients.

90+%

historical client retention rate*

*2010 through Oct. 31, 2024

25+ years

average professional experience of investment strategy committee

80+%

of our investment team members are CFA charterholders

$65.3B

in assets under management*
*as of April 30, 2025

Filename
CNR Firm Overview Leaflet.pdf
Format
application/pdf
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Meet our team.

As an advisor, you work hard to develop enduring client relationships. That's why we work hard to support you.
Charles Luke, CFA
Charles Luke, CFA Chief Investment Officer
Russell Launer, CFP®
Russell Launer, CFP® Head of Portfolio Management
Vern Montross, CFA, CPWA®, CEPA®
Vern Montross, CFA, CPWA®, CEPA® Head of sales and Private Wealth
Jim Papadakos
Jim Papadakos Head of Sales Strategy, Advisor Engagement & Experience
Jennifer Tsai
Jennifer Tsai Head of Client Service & Operations
Jason Fabozzi
Jason Fabozzi Head of Business Development Solutions / CRM
Subir Prasad
Subir Prasad Digital and Information Officer

Your personal portfolio manager is empowered to actively manage performance on your client's behalf.
Sean Becker
Sean Becker Portfolio Manager
Andrew Block, CFA, CAIA, CPWA®
Andrew Block, CFA, CAIA, CPWA® Senior Portfolio Manager
Charles Boettcher, CPWA®
Charles Boettcher, CPWA® Southwest Divisional Managing Director
Simon Chapman, CPWA®
Simon Chapman, CPWA® Senior Portfolio Manager
Austin Chow, CFA
Austin Chow, CFA Portfolio Manager
Lindsey Cook, CFA, CPWA®
Lindsey Cook, CFA, CPWA® Senior Portfolio Manager
Rachael Crane, CFA, CPWA®
Rachael Crane, CFA, CPWA® Senior Portfolio Manager
Adrian Engel, CFA, CPWA®
Adrian Engel, CFA, CPWA® Senior Portfolio Manager
Aubrey Foerster, CFA
Aubrey Foerster, CFA Portfolio Manager
Paul M. Guerney, CFA, CAIA, CPWA®
Paul M. Guerney, CFA, CAIA, CPWA® Eastern Divisional Managing Director
Jonathan Herzog, CFA
Jonathan Herzog, CFA Portfolio Manager
John Kakolewski, CFA, CPWA®
John Kakolewski, CFA, CPWA® Senior Portfolio Manager
Joanne Landa, CFA, CFP®
Joanne Landa, CFA, CFP® Senior Portfolio Manager
Robert Meckstroth, CFA, CPWA®
Robert Meckstroth, CFA, CPWA® Senior Portfolio Manager
Poul-Erik Olsen, CFA, CPWA®
Poul-Erik Olsen, CFA, CPWA® Northwest Divisional Managing Director
Daniel Pinard, CFP®
Daniel Pinard, CFP® Portfolio Manager
Joseph J. Querriera, CFA, CPWA®
Joseph J. Querriera, CFA, CPWA® Senior Portfolio Manager
Jack Rossiter, CFA
Jack Rossiter, CFA Portfolio Manager
Brian Salerno, CFA, CPWA®
Brian Salerno, CFA, CPWA® Senior Portfolio Manager
Andrew Rothstein, CFA
Andrew Rothstein, CFA Portfolio Manager
Wayne A. Titche, CFA, CPWA®
Wayne A. Titche, CFA, CPWA® Senior Portfolio Manager
Boston Russell, CFA
Boston Russell, CFA Portfolio Manager
Vince Vu
Vince Vu Portfolio Manager
Scott Wachs, CFA
Scott Wachs, CFA Portfolio Manager

Every strategic asset allocation move we make comes from the in-depth work of the research and strategy teams.
Amy Chen, CFA
Amy Chen, CFA Senior Equity Analyst
Thomas H. Ehrlein
Thomas H. Ehrlein Investment Solutions & Research
Lev Elgudin, CFA
Lev Elgudin, CFA Equity Analyst
Douglas Gibbs
Douglas Gibbs Portfolio Manager, Senior High Yield Municipal Analyst
Joseph Handelman, CFA
Joseph Handelman, CFA Head of Equity Strategy Management
Michael Korzenko, CFA
Michael Korzenko, CFA Senior Fixed Income Analyst
Terrence Loughran, CFA
Terrence Loughran, CFA Senior Portfolio Manager
Nikhil Mahajan, CFA
Nikhil Mahajan, CFA Senior Equity Analyst
Samuel Melchiorre
Samuel Melchiorre Portfolio Manager
Pam Nelson, CFA
Pam Nelson, CFA Portfolio Manager
Sandy Shi, CFA
Sandy Shi, CFA Senior Equity Analyst
David A. Shapiro
David A. Shapiro Senior Portfolio Manager, Senior Equity Analyst
Paul Single
Paul Single Senior Economist, Senior Portfolio Manager
Michael Taila, CPWA®
Michael Taila, CPWA® Director of Fixed Income
Brian Winters, CFA
Brian Winters, CFA Portfolio Manager, Senior High Yield Municipal Analyst

The power of partnership starts with your investment consultant’s customized approach to defining goals and developing a plan of action.
Kashif S. Ahmad, CFA, CPWA®
Kashif S. Ahmad, CFA, CPWA® Senior Investment Consultant
David Antar, CFA
David Antar, CFA Senior Investment Strategist
Connor Bauer, CPWA®
Connor Bauer, CPWA® Investment Consultant
Jonathan Doyle, CFA, CIMA®, CPWA®
Jonathan Doyle, CFA, CIMA®, CPWA® Senior Investment Consultant
Carolyn J. Finer, CFA
Carolyn J. Finer, CFA Senior Investment Strategist
Leks Gerlak, CFA, CFP®, CPWA®
Leks Gerlak, CFA, CFP®, CPWA® Senior Investment Consultant
Brian Hsieh, CFA, CPWA®, CEPA®
Brian Hsieh, CFA, CPWA®, CEPA® Senior Investment Strategist
Joe Jraitiny, CFA, CPWA®
Joe Jraitiny, CFA, CPWA® Senior Investment Consultant
Cameron Killeen, CFA
Cameron Killeen, CFA Senior Investment Consultant
Matthew Larson, CFA
Matthew Larson, CFA Senior Investment Consultant
David Little, CFP®, CPWA®
David Little, CFP®, CPWA® Investment Consultant
Ben Ludwig, CFA, CAIA
Ben Ludwig, CFA, CAIA Senior Investment Consultant
Michael Nelson, CFA
Michael Nelson, CFA Senior Investment Consultant
Carson Parker
Carson Parker Investment Consultant
Ed Pope, CPWA®
Ed Pope, CPWA® Senior Investment Consultant
Joshua Schultz, CPWA®
Joshua Schultz, CPWA® Investment Consultant

We focus on supporting UHNW and business owner clients with the more complex issues they face when investable assets exceed $10mm.
Pennie Dakis, CPA
Pennie Dakis, CPA Wealth Strategist
Gerry Gaeta, J.D., MSFS, CEPA®
Gerry Gaeta, J.D., MSFS, CEPA® Senior Wealth Strategist

Working with your investment consultant, your business development specialist takes a collaborative approach to facilitating the partnership.
Teresa Aronoff, CFA, CFP®
Teresa Aronoff, CFA, CFP® Business Development Specialist
Elayna S. Barrison
Elayna S. Barrison Business Development Specialist
Leigh Bucholtz,
Leigh Bucholtz, Business Development Specialist
Justine Li
Justine Li Business Development Specialist
April Perez, CPWA®
April Perez, CPWA® Director of Sales Business Management
Dara Roughley, CPWA®
Dara Roughley, CPWA® Business Development Specialist
Regan Stanfield, CFP®, CPWA®, CEPA®
Regan Stanfield, CFP®, CPWA®, CEPA® Business Development Specialist
Arthur Trestin
Arthur Trestin Business Development Specialist

Get to know us.

If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized® portfolio management, speak with an investment consultant near you today.

If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here

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