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  • SANDALWOOD OVERVIEW
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Our Team Executive Management Martin J. Gross FOUNDER & PRESIDENT Joan L. Larson MANAGING DIRECTOR, HEAD OF MANAGER RESEARCH Kenneth M. Chapple, CPA MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER Investment Team Joan L. Larson MANAGING DIRECTOR, HEAD OF MANAGER RESEARCH Jonathan Clark DIRECTOR Timothy J. Rotolo, CAIA VICE PRESIDENT Dana Colon RESEARCH ASSISTANT Marketing & Investor Services Richard W. Stockton MANAGING DIRECTOR, DIRECTOR OF MARKETING Scott C. Hayes SENIOR VICE PRESIDENT, DIRECTOR OF MARKETING, WESTERN US Bill Reilly SENIOR VICE PRESIDENT, DIRECTOR OF MARKETING, SOUTHEASTERN US Abigail Corcoran VICE PRESIDENT OF CLIENT DEVELOPMENT Jessica Mitacek SENIOR ASSOCIATE, MARKETING & INVESTOR RELATIONS Vichi Hung INVESTOR ADMINISTRATION Finance & Accounting Kenneth M. Chapple, CPA MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER Margaret Bernier FUND ACCOUNTANT Gail Mattera, CPA FUND CONTROLLER/OPERATIONAL DUE DILIGENCE ANALYST Stephanie M. Salen, CPA FUND CONTROLLER/OPERATIONAL DUE DILIGENCE ANALYST Nicole Lombardi FUND ACCOUNTANT Compliance Thomas R. Oswald COMPLIANCE DIRECTOR Administration Gina Rodriguez ADMINISTRATIVE ASSISTANT

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