The firm’s new operating model abandons the traditional separation of sales and service staff. Instead, the Northeast, Southeast, Central, and West regions will function as integrated units under singular leadership. This shift is designed to provide institutional investors with a more consistent experience, combining investment insights with portfolio-level context. A dedicated four-person national field consultant team will serve as the primary point of contact for external partners, while a new key accounts practice aims to standardize risk and growth planning for the firm's most strategic relationships.

To drive this evolution, the firm has appointed several internal veterans to new leadership roles. Kyle Lagratta and Chris Tarui will co-head relationship management, reporting to Doug Greenstein, Head of U.S. Institutional. Regional leadership appointments include Frank Clarkson in the Central region, Lawson Hauptfuhrer in the Southeast, and Abby Groom on the West Coast. Additionally, Angelique Richardson joins the firm from Wellington Management to lead consultant relationships in the Northeast. These changes, effective immediately, reflect a broader push by the Baltimore-based asset manager to maintain competitiveness in an increasingly complex institutional marketplace.