Our People

Portfolio Management & Administration Team

Carl C. White, CFA

Managing Director,
Group Leader/Portfolio Administration

  • BS University of Southern California
  • 23 years investment experience

Lafayette A. George

Senior Vice President/Manager,
Managed Accounts

  • University of Washington, Seattle
  • 9 years investment experience

Todd M. Heine

Senior Vice President/Manager,
Assistant Portfolio Manager

  • MBA USC Marshall School of Business
  • 17 years investment experience

Nga L. Nguyen

Senior Vice President/Manager,
Assistant Portfolio Manager

  • BA University of California, Los Angeles
  • 12 years investment experience

Jennifer S. Okutake

Senior Vice President/Manager,
Assistant Portfolio Manager

  • MBA USC Marshall School of Business
  • 14 years investment experience

Patrick Lam

Assistant Vice President,
Assistant Portfolio Manager

  • MBA USC Marshall School of Business
  • 8 years investment experience

Stephanie Luh, CFA

Assistant Vice President,
Assistant Portfolio Manager

  • MS, Columbia University
  • 4 years investment experience

Nancy Wamai, CFA, CAIA

Assistant Vice President,
Assistant Portfolio Manager

  • MBA, California State University, Los Angeles
  • 8 years investment experience