Ms. O’Neill joined the firm in 2021 to lead the Business Development team. Previously, she was Managing Director, Head of North America Retirement and Foundations/Endowments Client Group at Wells Fargo Asset Management (WFAM). Prior to joining WFAM, she held the role of Managing Director, Head of Distribution for Newfleet Asset Management (formerly Seneca Asset Management) for seven years. Ann-Therese (AT) began her career in 1996 at Goldman Sachs and has held senior investment and client management roles at Donaldson Lufkin and Jenrette, RBC Capital Markets, and BBT Capital Markets. She earned her bachelor’s degree in Business Administration at the Dublin Institute of Technology, has completed various coursework at the New York Institute of Finance, and holds FINRA designations Series 7 and 63. Ms. O’Neill is a member of the CFA Society of San Francisco and of the San Francisco Women Leaders Organization, and has been a member of Diversity and Inclusion councils and committees throughout her career.