Our Team

Matt Howell, AIFA

Director of Portfolio Strategy

Brian Tall

Chief Investment Officer

April Kyrkos

Chief Operating Officer

Shana Nishihira, JD

Director of Legal

Matt Patterson, CFP

VP of Lenora Operations

Christina Owens

Chief Compliance Officer

Vivian Tang

Investment Associate

Melinda Torres

Chief Marketing Officer

Patrick Kelly

Managing Director of Private Credit

Rachel Kloepfer

Private Investments Analyst

Brett Deits

Managing Director

J Crosby

Manager Private Investments Operations

James Stanton

Real Estate Associate

Kelly Hsu

Compliance & Legal Associate

Nicole Siekmeier Janes, CPA

Fund Accountant

Scott Greve

Director of Real Estate

Todd Seneker

Managing Director

Tracy Dolan

Managing Director

Tyler Mayfield

Managing Director