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.

Christian Aragon

Portfolio Accounting Associate

Charlotte Atkinson

Director of Portfolio Reporting

Matt Bank

Principal

Kelly Barofsky

Associate

Mary Lauren Bishop

Associate Director,<br>Investor services

Elly Bringaze

Senior Analyst

Elise Cader

Associate Director,<br>Creative Content

Megan Cajka

Office Manager

Sam Cannon

Director of Investment<br>Sourcing

Allie Cesare

Portfolio Reporting<br>Associate

Adam Claugus

Associate Director,<br>Trading & Portfolio Analytics

Avery Coleman

Administrative Associate

Matt Cooper

Director of Portfolio Operations

Jillian Correia

Private Equity Analyst

Pedro Da Silva

Analyst

Caroline Dallas

Associate Director,<br>Private Investment Sourcing

Shannon Davis

Executive Assistant

Sal Del Giudice

Associate

Robert DuVal

Senior Analyst

Mamie Durham

Director of Fund Accounting

Torrey Feimster

Vintage Investment Associate,<br>Director of D&I Advocacy

Abby Fellman

Executive Assistant

Clark Goff

Analyst

Meredith Lorenz Heimburger

Principal, Director of Impact

Alex Kocher

Associate Director,<br>Investor Services

Eric Leibrandt

Senior Analyst

Matt Libel

Associate

Jason Lin

Analyst

Sue Madigan

Compliance Associate

Danielle McGriff

Director of Human Capital

Alex Morte

Senior Fund Accountant

Michael Page

Senior Analyst

Meg Peebles

Director of Trading<br>Operations

Lindsay Perry

Director of Portfolio<br>Reporting

Kathryn Pruess

Associate General Counsel

Blake Schindler

Senior Analyst,<br>Investor Services

Andrew Schulze

Senior Compliance Associate

Stephenie Seger

Administrative Associate

Tom Stack

Principal, Portfolio Strategy

Allison Tack

Senior Fund Accountant

Alicia Villalpando

Administrative Associate

Keegan Von Estorff

Portfolio Reporting Associate

Jen Wallin

Director of Finance and Tax

Charlie Weeks

Director of Systems<br>and Technology

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