Directory
BP
MK
FP

Frank Paul

Governor and treasurer
GE

George Elliman

CEO + Publisher
BO

Brandon Ortiz

Chief Operating Officer and Chief Compliance Officer
RR

Ricardo Reinking

President
MC

Michael Malesardi, CPA

Chief Financial Officer and Treasurer
FS

FLYNN SIZEMORE

Founder
WC

Wilfredo Rodriguez, CPA

Founder and CEO
DG

Don Gould

Founder, President, Chief Investment Officer
MD

Matthew DiVenere

Board of Directors (President 2016 - 2019, Chairman 2020 - current)
PC

Pam Evason, CFA

Managing Director and Owner
DC

David Albrycht, CFA

President and CIO
TS

Tom Sheraden

Chief Technology Officer
JK

Justin Kowal

Chief Investment Officer
SP

Steve Potts

Chief Revenue Officer
SY

Susan Yeh

Chief Financial Officer
RM

Robert Milnamow

President
HF

Hongda(Daniel) Zhang, CFA, FRM

Chief Operating Officer
SK

Shaka Kariuki

Partner & Co-Chief Investment Officer
RP
RG

Robert Green

President
JD

Joshua Dong

Chief Executive Officer
EW

Eric Walton

President
RM

Ryan Moffett

Chief Investment Officer