Tae Livermore is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Charles Schwab & Co., Inc. Outside of finance, his work history includes roles at Pie Five Pizza and Chipotle Mexican Grill. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, emphasizing fundamental company-level research and incorporating governance and sustainability assessments into its investment process. The firm manages a range of active equity and fixed-income strategies and serves diverse client types including pension plans, insurers, family offices, and sovereign wealth funds.

Joshua Kendall is a CFP® and ChFC® with 12 years of experience in the financial industry. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2025. His prior roles include positions at Mariner Wealth Advisors, Bank of the West, BancWest Investment Services, TIAA-CREF, and Griffin Capital Securities. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse range of clients, including institutional investors, high-net-worth individuals, and family offices. The firm’s investment approach focuses on fundamental, company-level research and integrates proprietary governance and sustainability assessments across active equity and fixed-income strategies.

William Russell is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Cornerstone Wealth, Roberts & Ryan Inc, Investifi Securities LLC, Cambridge Investment Research, Inc., Strategic Project Solutions, Inc., and Scotia Capital (USA) Inc. Kayne Anderson Rudnick provides discretionary and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, serving notable clients such as sovereign wealth funds and banking institutions.

Grace Apuy is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding CFP® and Series 66 designations and bringing 18 years of industry experience. Her work history includes positions at Kayne Anderson Rudnick and VP Distributors LLC, as well as a brief tenure at BNY Mellon. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, serving both direct clients and other investment advisers.

Kimberly Friedricks is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 22 years of industry experience. She holds a Series 65 designation and has been with Kayne Anderson since 1998. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse range of clients, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a variety of strategies across market capitalizations and sectors, serving both direct clients and other investment advisers.

Michael Montgomery is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2022. His prior experience includes roles at BMO Investment Distributors, LLC and B.C. Ziegler and Company. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm’s investment approach centers on fundamental company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Margaret Richardson is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. She is currently with Kayne Anderson Rudnick Investment Management, LLC and previously worked at Rockefeller Financial LLC and Merrill. Kayne Anderson Rudnick provides discretionary advisory and sub‑advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individual clients. The firm emphasizes fundamental, quality‑oriented equity research and offers a range of strategies while serving unique client segments such as sovereign wealth funds and banking clients.

Kevin O’Regan is a CFP® credentialed financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 19 years of industry experience. He has previously worked at Blackstone Advisory Partners L.P. and The Blackstone Group, and has been with Kayne Anderson Rudnick since 2019. He also holds Series 63 and Series 66 licenses. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its portfolio construction, managing a range of active equity and fixed-income strategies.

Tyler Sterk is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2022. Prior to that, he held roles at Stratos Wealth Partners, Ltd, Bank of America, and Merrill Lynch. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm’s investment process centers on fundamental research and incorporates proprietary governance and sustainability assessments across a variety of active equity and fixed-income strategies.

Chase Carmichael is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 11 years of industry experience. He has held roles at various firms including GW&K Investment Management, Mercer Global Advisors, Fisher Investments, and TD Ameritrade. Chase holds the Series 63 and Series 66 designations. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates governance and sustainability assessments in its active equity and fixed-income strategies across market capitalizations.

Randall Allen is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Kayne Anderson Rudnick since 2014. The firm provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, RIAs, and high-net-worth individuals. Kayne Anderson Rudnick emphasizes fundamental company-level research with proprietary governance and sustainability assessments and offers a broad range of active equity and fixed-income strategies across various market capitalizations.

Clark Mc Mahon is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC. His prior work includes roles at Kestra Advisory Services, Commonwealth Financial Network, MineralTree, Vestmark, Invesco Distributors, and Eaton Vance. Kayne Anderson Rudnick provides discretionary investment management and sub‑advisory services to a diverse client base, including institutional and high-net-worth individual investors. The firm’s investment approach focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Dallin Garner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC since 2024. His prior experience includes roles at Fisher Investments and Fidelity Brokerage Services. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm emphasizes fundamental research to identify high-quality businesses and incorporates governance and sustainability assessments into its investment approach, managing a range of active equity and fixed-income strategies across market capitalizations.

Darnel Bentz is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 23 years of industry experience. He has held positions at Kayne Anderson Rudnick since 2013 and previously worked at Charles Schwab from 2004 to 2007. Bentz holds Series 63, Series 65, and Series 66 credentials. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual investors. The firm’s investment approach centers on fundamental, company-level research combined with proprietary governance and sustainability assessments, offering a broad range of active equity and fixed-income strategies across market capitalizations.

Caleb Powell is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 21 years of industry experience. He has been with Kayne Anderson Rudnick since 2004. Powell holds a Series 65 credential and is based in Los Angeles, CA. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and implements its investment views across multiple strategies, serving both direct clients and other advisers through sub-advisory and model portfolios.

Russell Toth is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fisher Investments and Scottrade. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving both traditional and less common clients such as sovereign wealth funds and other investment advisers.

Samuel Waltman is a CFA® charterholder with 20 years of industry experience. He has been with Kayne Anderson Rudnick Investment Management, LLC since 2016. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates proprietary governance and sustainability assessments into its investment process.

Carina Berlin is a CFP® and holds a Series 65 license, with 10 years of industry experience. She currently works at Kayne Anderson Rudnick Investment Management, LLC, where she has been since 2022. Prior to that, she was employed at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, combining institutional-scale sub-advisory capabilities with a Wealth Advisory division.

Brian Engel is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Sawgrass Asset Management LLC, Vontobel Asset Management Incorporated, and BMO Investment Distributors. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies. The firm emphasizes fundamental, company-level research with governance and sustainability assessments and manages approximately $58 billion in assets across various investment platforms.

Yuyen Chang is a CFP®, CFA®, and Series 65-designated financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 12 years of industry experience. Prior to joining Kayne Anderson Rudnick in 2021, Chang worked at Creative Planning and Halbert Hargrove. He is also an instructor for the CFP education course at the University of California, Irvine. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and asset classes.

Stephen Rigali is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding a Series 63 designation and 47 years of industry experience. He has been with Kayne Anderson Rudnick since 1991 and also serves as a board member for Tarantula Hill Brewing Company, a brewing business in Thousand Oaks, California. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm employs fundamental, company-level research with governance and sustainability assessments across active equity and fixed-income strategies, managing approximately $58 billion in total assets.

Thomas Connaghan is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Kayne Anderson Rudnick since 2011, following seven years at Fisher Investments. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, RIAs, and high-net-worth individuals. The firm’s investment process focuses on fundamental, company-level research and integrates proprietary governance and sustainability assessments, offering a range of active equity and fixed-income strategies as well as modular wealth advisory services.

Andrew Smith is a CFP® with nine years of industry experience. He is currently a financial advisor at Kayne Anderson Rudnick Investment Management, LLC and has previously worked at Mariner Wealth Advisors, Personal Capital Advisors Corporation, and The Ayco Company, L.P./Mercer Allied. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm’s investment process focuses on fundamental research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Benedetto Falcone is a CFA® charterholder with 24 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC and has held previous roles at VP Distributors LLC and Vontobel Asset Management. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in assets, offering a range of strategies across multiple market capitalizations and sectors.

Bridget Costello is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has held positions at firms including VP Distributors LLC, TD Ameritrade, RWA Wealth Partners, and Adviser Investments. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, family offices, and high-net-worth individuals. The firm’s investment process focuses on fundamental company-level research and incorporates governance and sustainability assessments across a range of active equity and fixed-income strategies.

Matthias Day is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He currently works at Kayne Anderson Rudnick Investment Management, LLC and has held previous roles at Corient, Stratos Wealth Partners Ltd, and Hall Private Wealth Advisors. Outside of finance, his background includes positions at The Home Depot, Sky Ranch Christian Camp, and College Fresh. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management services to a diverse client base, including institutions, charitable organizations, corporations, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a broad range of strategies across market capitalizations and asset types.

Dustin Gale is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Kayne Anderson Rudnick and VP Distributors LLC since 2015. He serves as an advisory board member for Project ECHO, a nonprofit organization focused on providing at-risk students with vocational skills and entrepreneurship training. Kayne Anderson Rudnick offers discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in assets as of December 31, 2024.

Alexander Mansfield is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Independent Testing Laboratories, and UBS Financial Services, among others. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base including institutional investors and high-net-worth individuals. The firm employs a fundamental, company-level research approach with an emphasis on governance and sustainability, managing various active equity and fixed-income strategies across market capitalizations.

Jonathan Isaacman is a CFP® professional with 27 years of industry experience. He currently works at Kayne Anderson Rudnick Investment Management, LLC and holds Series 63 and Series 66 licenses. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is also involved with VP Distributors, LLC. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual investors. The firm’s investment approach centers on fundamental, company-level research and integrates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Christopher Brady is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments Inc., Clarendon Private LLC, and RWA Wealth Partners, LLC. He is also involved with VP Distributors LLC. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving unique client segments such as sovereign wealth funds and banking clients.

Benjamin Huston is a CFP®-certified financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. His prior roles include positions at The Colony Group, Gratus Capital, Mariner Wealth Advisors, Fisher Investments, and Fidelity Investments. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and implements strategies across various market capitalizations and asset types, serving both direct clients and other investment advisers.

Andrew Grant is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Intelligence Driven Advisers, LLC, Labrum Wealth Management, LLC, and LPL Financial. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors.

Stephanie Luh is a CFA® charterholder with one year of experience at Kayne Anderson Rudnick Investment Management, LLC. She previously worked at DoubleLine Capital for eight years and spent one year at Levine Leichtman. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a fundamental research-driven approach that integrates governance and sustainability assessments.

Thomas Pontius is a CFP® professional with five years of experience at Kayne Anderson Rudnick Investment Management, LLC and a total of four years in the financial industry. Prior to joining Kayne Anderson Rudnick in 2021, he worked at Wells Fargo Private Bank, Ernst & Young, and Andersen Tax LLC. He is also a limited partner in a real estate investment LLC where he provides tax and financial advice. Kayne Anderson Rudnick provides discretionary investment management and sub‑advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies with an emphasis on fundamental company-level research and proprietary governance and sustainability assessments. The firm manages approximately $58 billion in assets and serves diverse client types, including pension plans, insurance companies, family offices, and sovereign wealth funds.

Oren Cabir is a CFA® charterholder with 12 years of industry experience, currently serving at Kayne Anderson Rudnick Investment Management, LLC. His prior roles include positions at City National Rochdale, City National Bank, and Hapoalim Securities USA Inc. He serves on the board of governors for the CFA Society of Los Angeles. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a broad range of strategies implemented through consistent model portfolios and sub-advisory services.

Curt Biren is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kayne Anderson Rudnick since 1999. Outside of his advisory role, he serves as a board member of the Senior Golf Association of Southern California. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in total assets.