Our Team
Leveraging over 200 years of combined experience, we are dedicated to helping our clients achieve their investment and financial goals.
Meet the Team
Co-Founder, Chief Executive Officer
Co-Founder, Portfolio Manager
Partner, Portfolio Manager
Portfolio Manager
Managing Director, Investment Advisor
Director of Operations, Chief Compliance Officer
Senior Investment Analyst
Senior Investment Analyst
Investment Analyst
Investment Advisor
Investment Advisor
Trader
Client Service Associate
Client Service Associate