Our Team Members

Managing Partner & Chief Investment Officer

Managing Partner & Chief Investment Strategist

Managing Director & Partner Investments and Research

Partner/Portfolio Manager

Senior Investment Analyst

Portfolio Manager/Senior Investment Analyst

Operations/Risk Manager

Portfolio Manager/Senior Investment Analyst

Operations Analyst

Senior Investment Analyst

Senior Investment Analyst

Investment Analyst

Senior Investment Analyst

Portfolio Specialist & Relationship Manager

Client Service Associate

Director / Portfolio Specialist

Senior Advisor - Founding Member of Advisory Board

Executive Administration