SecuritiesTracker™ Team

Juan Pablo is head of the Firm’s SecuritiesTracker™ Development. Juan has over 15 years of experience and is responsible for driving […]

Christopher T. Smith, Senior Portfolio Analyst at the Firm, concentrates his practice in the area of business development for securities

Katelyn A. Rosenberg is the manager of the Settlement Claims Payments Team. She oversees all incoming settlement payments and organization

Michael A. Penna serves as the Firm’s Client Relations Manager and focuses specifically on the Taft-Hartley community. Coming from a

Sean McIntyre, Client Reporting Manager, leads a team of analysts in creating and delivering a full suite of custom client

Kathleen McGuigan serves as the Manager of the Firm’s Claims Administration Department. In this role, Ms. McGuigan oversees the analysis

Brian Manigault serves as the Operations Consultant for the Firm’s SecuritiesTracker™ team. Brian has over 15 years of experience in class

Manpreet Kharod, Senior Data Intake Analyst in the Firm’s Business Development Department, is responsible for analysis and maintenance of the

Michael (Mike) G. Kania, Client Implementation and Data Manager at the Firm, has over 20 years of experience in securities