Our Team

Meet GEM.

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We are proud of our collegial culture, which supports dedicated individuals seeking creative, tailored solutions for our client investors and investment partners alike. Thoughtfulness, perseverance, integrity, and humility are the traits we require our professionals to possess.

Our investment team members love investing, bringing intellectual curiosity and a business owner's mentality to their trade. In our experience, this team gives us an advantage in sourcing and evaluating new opportunities, monitoring existing relationships, and collaborating with our managers.

Our operations and investor services teams are deliberately structured to be extensions of our client investors’ staffs and devoted to client service. While we manage a diverse portfolio of investments, including some that are complex, we are committed to being approachable and transparent.

Managing our client investors' assets is weighty work, and we have made retaining our best performers a top priority. We believe workplace satisfaction translates to engagement, an integral piece of any firm’s success. We invest significant human and financial resources in professional development and coaching, and we champion continued learning through professional designations like the Chartered Financial Analyst® (CFA) and the Certificate in Investment Performance Measurement (CIPM). We also provide avenues for continuing education and community involvement, including the GEM Foundation, an internally funded and managed foundation supporting local nonprofit organizations.

Porter Durham

MANAGING PARTNER,
General Counsel 

Ryan Henderson

partner

Stephanie Lynch

Co-Founder, Partner

Thruston Morton

Founder, Partner

Michael Smith

Partner,
Chief Investment Officer

Hugh Wrigley

co-founder, Partner

Rich Abraham

Chief Financial Officer

Mary Lauren Bishop

Associate Director, Investor services

Elise Cader

Associate Director, Creative Content

Sam Cannon

Director of Investment sourcing

Matt Cooper

Associate Director of Investment Operations

Sal Del Giudice

Associate

James Ferguson

Principal

Meredith Heimburger

Director of Sustainability

Alex Kocher

Associate Director, Investor Services

Danielle McGriff

Director of Human Capital

Ryan Patterson

Chief Investment Operations Officer

Jay Ripley

Principal

Kelly Smith

Associate

Tom Stack

Portfolio Strategy Associate

Jen Wallin

Director of Finance and Tax

Charlie Weeks

Director of Systems and Technology

Charlotte

Atkinson

Portfolio Reporting Manager

Mamie

Bomar

Fund Controller

Megan

Cajka

Office Manager

Allie

Cesare

Administration

Adam

Claugus

Portfolio Account Manager

Caroline

Dallas

Investment Sourcing Analyst

Shannon

Davis

Administration

Torrey

Feimster

Legacy Investment Associate

Alex

Gregory

Fund Accountant

Lindsay

Herring

Administration

Eric

Leibrandt

Analyst, Investor Services

Laura

MacPherson

Administrative Assistant

Michael

Page

Private Operations Analyst

Meg

Peebles

Trader

Lindsay

Perry

Performance Reporting Manager

Blake

Schindler

Analyst, Investor Services

Andrew

Schulze

Compliance Associate

Allison

Tack

Portfolio Account Associate

Sue

Torcasso

Legal Associate

Sam

Towne

Analyst

Vanessa

Zea

Performance Reporting Associate