Directory
RB
Robert Bacarella
Founder, Chairman and Portfolio Manager
TD
Todd Demko
Managing Partner & Founder
TS
Truman Semans
Founder and CEO
ES
Ethan Spencer
Managing Partner / Founder
DW
Daniel Weinbach
Owner/President
AB
Andrzej Baraniak
Founder
AB
Arnold Barnes
CFO, CCO & General Partner
JS
Jeffrey Sassoon
Chief Operating Officer, Chief Financial Officer and Chief Compliance Officer
JK
Jenn Frost Klein
Chief Accounting Officer (CAO)
SH
Samer Habl
Co-Founder & CEO
AA
Arthur F. Hazen, Jr. AIFA
President
RB
Raul Berina
Principal/Owner
RE
Raul Elizalde
President, CIO
DS
Dean Shin
CFO and CCO
ZS
Zack Shepard
Chief Revenue Officer
BS
Bret Stanley
Founder & Managing Partner
EK
Edward Klees
Co-Chair, Investment Management Group
DM
David Merjan
Founder
DH
David Harelick
President Emeritus, Director, Secretary, Real Estate Chair
SJ
Sheldon Joiner
Business Owner
MD
Maria Dennis
Chair, NHL/NHLPA Female Hockey Advisory Committee
JL
Jong Lee
Founder, Chairman
FM
Francois Marais
Chairman
FW
Frederick Wetzel
Chairman-Dental Section
EB
Ephi B.
Chair, Steering Committee, Responsible Minerals Initiative (RMI)