With decades of investment experience and a shared entrepreneurial spirit, our team has one goal: to deliver strong long-term results while preserving client capital in all market conditions.
CFA, FRM, M.Sc.
President, CEO & Chief Investment Officer
CFA
Partner, Portfolio Manager
CFA
Partner, Portfolio Manager
MBA, CIM
Vice President of Business Development
Chief Compliance Officer
MBA
Investment Analyst
CPA
Director of Finance
Board Member
Have questions? We’re here to help. Contact us to discuss whether our disciplined, fundamental approach aligns with your investment objectives.