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Reading the graph
Office on the family office graph
Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Featured Insight | Howland Capital Named #7 on CNBC’s 2025 Top 100 Financial Advisor List! | other | unknown | n/a | yes | fact |
| Faisal Butt | Partner, Director of Research, Assistant Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Peter Dixon | President, Partner, Chief Investment Officer, Portfolio Manager | cio | senior | n/a | yes | fact |
| Julianna Donovan | Marketing Manager | leadership | senior | n/a | yes | fact |
| T. Alexandra Gibbs | Partner, Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Richard Kutia | Partner, Chief Fiduciary Officer | leadership | senior | n/a | yes | fact |
| Dionne Lewis | Senior Portfolio Associate | other | unknown | n/a | yes | fact |
| Peggy Li | Senior Tax Manager | leadership | senior | n/a | yes | fact |
| Lauren McDonough | Portfolio Associate Manager | leadership | senior | n/a | yes | fact |
| Andrew Swanson | Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Kate Grundy | Vice President of Foundation Services | leadership | senior | n/a | yes | fact |
| Julia Hibbard | Portfolio & Client Development Associate | other | unknown | n/a | yes | fact |
| Calah McQuarters | Foundation Services Associate | other | unknown | n/a | yes | fact |
| Timothy Nickerson | Client Operations Specialist | operations | unknown | n/a | yes | fact |
| Samuel Ober | Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Evan Pennoyer | Portfolio Associate | other | unknown | n/a | yes | fact |
| Maureen Quigley | Partner, Portfolio Manager, Chief Compliance Officer | Direct investments | unknown | n/a | yes | fact |
| Russel Sanchez | Operations Specialist | operations | unknown | n/a | yes | fact |
| Kevin Keough | Operations Specialist | operations | unknown | n/a | yes | fact |
| Hong Chen | Tax Manager | leadership | senior | n/a | yes | fact |
| Charles Clapp III | Co-Chair, Partner, Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Meredith Correia | Portfolio Associate | other | unknown | n/a | yes | fact |
| Nicholas Crocker | Partner, Portfolio Manager | Direct investments | unknown | n/a | yes | fact |
| Kayla Wiggin | Director of Grantmaking | leadership | senior | n/a | yes | fact |
| Up Next | Speak with an adviser today. | other | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Up Next (Speak with an adviser today.), Kayla Wiggin (Director of Grantmaking), Patricia Wachsmuth (Director of Tax), Kevin Viola (Trading & Operations Manager), Andrew Swanson (Portfolio Manager), Russel Sanchez (Operations Specialist), Gianni Reid (Research Associate), Cameron Rahbar (Portfolio Manager, Wealth Strategist), Maureen Quigley (Partner, Portfolio Manager, Chief Compliance Officer), Evan Pennoyer (Portfolio Associate), Samuel Ober (Portfolio Manager), Timothy Nickerson (Client Operations Specialist).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan