Our Team
Our team exhibits a tremendous wealth of experience and a great depth of knowledge, bringing to bear our combined expertise on every investment decision we make. The team consists of:

CFA, President, Chief Investment Officer

CFA, Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager

Director, Securities Operations

Portfolio Manager

CFA, Chief Strategy and Operating Officer

Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager, Director of Investment Research

Portfolio Manager

CPA, CA, Vice President, Finance and Corporate Operations

CFA, Portfolio Manager

CFA, Portfolio Manager, Chief Compliance Officer

CFA, Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager

Director, Investment Programs

Vice President, Securities Operations

CFA, President, Chief Investment Officer

CFA, Chief Strategy and Operating Officer

CFA, Portfolio Manager, Chief Compliance Officer

CFA, Portfolio Manager

Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager

CFA, Portfolio Manager, Director of Investment Research

CFA, Portfolio Manager

CFA, Portfolio Manager

Portfolio Manager

CFA, Portfolio Manager

Director, Securities Operations

CPA, CA, Vice President, Finance and Corporate Operations

Director, Investment Programs

Portfolio Manager

CFA, Portfolio Manager

Vice President, Securities Operations