Our Team

Mangham is designed to serve as an extension of our clients’ staff. Our structure is split between an investment team and an operations team – our investment team offers access to investment research and policy formulation ideas, while our operations team provides day-to-day operational support and comprehensive reporting capabilities. We are unique in that the members of our investment team, those selecting investment managers and performing portfolio management, are also the primary client service team.

Tyler S. Griffin, CFA

Senior Associate

Tina M. Leiter

Chief Operating Officer,

Chief Compliance Officer

R. Brian Shafran

Senior Analyst, Client Service and Marketing

Viet Tran


Edward W. Karppi, CFA

Partner, Co-Chief Investment Officer

Steven Jakobovic


Karen F. Kelly

Senior Associate

Joel R. Mangham

Founding Partner, Co-Chief Investment Officer

Jason Megill


Matthew Middleton, CFA

Managing Director

Joel P. Streeter

Vice President

Michelle J. Theobold

Corporate Accountant

Tracy M. Townsend

Director of Operations

Ben P. Tuchyner

Vice President

Sarah E. Yeung, CFA

Senior Associate

Stephen Smith


Mangham Associates

630 Peter Jefferson Parkway

Charlottesville, Virginia 22911

 P: +1.434.973.2223 • F: +1.434.973.2228 

© 2021 by Mangham Associates, Inc. All rights reserved.

Legal Disclaimers

Subscribe to receive our Recent Insights