Directory
ED
Ethan Demme
Chairman & CEO
MS
Matthew Shubeck
COO
RH
Rachel Hobert
Founder
BB
Billy Bennett
Founder and Managing Partner
WS
William Schreier
Managing Director and Chief Operating Officer
TM
Thomas Minter
Co-Founder & Co-Managing Partner
FB
Frederick Baerenz
President & CEO
CC
Christian Hyldahl, CFA
President and Founder
SW
Skip Wyer
Chief Investment Officer
FC
Frank Brannon, CFP
President
MM
Michael Melissinos
Founder & CEO
MP
Michelle (Amat) Fenton, PHR
Partner/Chief Administrative Officer
PW
Patrick Welton
Founder and CIO
IB
Ignacio Barria
Chief Executive Officer
PM
Paul Z. Shelton Jr., MSF
Founder | Chief Investment Officer
MH
Marilyn Carter Hogan
President
MC
Mark Schlegel, CFA
Chief Marketing Officer & Head of Distribution
CP
Cory Nakamura, CFA, CFP®, PPC®
Managing Member/Co-Founder
AC
Alex Ducharme, CFA
Chief Investment Officer
VC
Vanessa Pearl, CPA
Chief Financial Officer
AW
Angela Wood
Chief Financial Officer
AB
Andrew Brigham
Founder and Partner
JK
John Kavanagh
Co-Founder & CEO
DG
Dawn Genz
Chief Operating Officer
DC
Dwight Lasure, CEO
President, CEO