Nick Tan, CFA, CAIA

Nick Tan, CFA, CAIA

Institutional Sales Associate

Nick Tan, CFA, CAIA, is an institutional sales associate. His primary responsibility is to expand the firm's relationships with investment consultants and US institutional plan sponsors, including public and corporate pension funds, endowments and foundations, and Taft-Hartley plans. Prior to joining the firm in 2017, Nick worked as an investment consultant at Willis Towers Watson for five years, specifically with OCIO corporate defined benefit and defined contribution clients. He brings seven years of industry experience to the firm. Nick graduated from the University of Michigan with a dual degree in bachelor of business administration and bachelor of arts in organizational studies in 2010. He Is a CFA® and CAIA charterholder. He maintains the Series 7 and 63 licenses and is a registered representative of Foreside Fund Services, LLC. 

Nick Tan, CFA, CAIA
Anthony F. DeVicaris

Institutional Sales Team

Anthony F. DeVicaris

Senior Director, Institutional Markets

Craig Mauri, CFA, CAIA

Institutional Sales Team

Craig Mauri, CFA, CAIA

Senior Director, Institutional Markets

T.F. Meagher

Institutional Sales Team

T.F. Meagher

Senior Director, Institutional Market

Ainsley Borel, CFA

Institutional Sales Team

Ainsley Borel, CFA

Senior Director, Consultant Relations

Ron Shortenhaus

Institutional Sales Team

Ron Shortenhaus

Senior Director, Consultant Relations

Martin Coughlan, CFA, CAIA

Institutional Sales Team

Martin Coughlan, CFA, CAIA

Head of Distribution