Directory
BL

Bob Lerner

Chairman of the Board of Directors
JB

Jeff Battaglia

Chief Operating Officer
AR
NL

Nicholas Lewis

Co-Founder
PM

Paul McNamee

Chief Compliance Officer
MH

Michel Hauser

Chief Financial Officer
BM

Bob Morse

Chairman /CEO,Senior Portfolio Manager
JK

Jay R. Kemmerer

Chairman & CEO
CM

Chad Karnes, CMT, MBA

Partner & Chief Investment Officer
MT

Merihan Tynan

Principal, chief compliance officer
EC

Edward Best, CFA

Founder/Managing Member
EA

Ehtisham Ashai

President
AD

Andrew Daly

Chief Operating Officer
MN

My Nguyen

Co-founder, Advisor
AG

Apu Gupta

Chief Executive Officer
PR

Patrick Ryan

Chief Operating Officer/Chief Compliance Officer
AB

Andrew Boyd-Jones

President and CEO
GM

Greg McNeilly

CEO & President
AM

Antonio Liguori, MBA

President & Broker
RR

Rob Rahbari

Co-Founder and Steering Committee Member
TZ

Tony Zambelli

Managing Director and Co-Founder
PH

Peter Henry

Partner & Chief Executive Officer
DM

David Matias

Managing Principal
SA

Sheila Asher

Chief Operating Officer & Managing Director, Institutional Asset Management
WH

William Hines

Chief Technology Officer