Directory
SE
Spencer Elliott
Co-founder and Manager
DC
Daniel Castañeda
Founder
TC
Trent Carmichael
Founder and Managing Principal
JB
Jeff Behring
Managing Director & COO
DN
Didier Nkiere
Co-Founder and Managing Director
MG
Michael Galloway
Founder
RC
Richard Clemens
President
BE
Bill Epifanio
Managing Director & Founder
MJ
Mark Jones
President and CEO
DK
Donald Klotter
Managing Director, CEO of EFG Asset Management (North America)
CC
Charles J. Batchelor, CFA
Co-Founder & Chief Investment Officer - Equity
HS
Harry Sardanis
Founder
RC
Ryan Wheeler, CFA
Chief Investment Officer
JK
Jordan Kahn
Chief Investment Officer
BD
Bob Dean
Co-Owner
RR
Robert Rosenbaum
Founding Member
RK
Rona Kennedy
Chief Financial Officer, Chief Compliance Officer
TB
Thomas Brunet
Founder - Managing Partner
AB
Andrew Bathija
Co-Founder & Executive Vice President
DM
Devin McComb
Chair, Finance & Asset Management Committee
RQ
Robert F. Quintero
Chairman/ CEO (Licensed Real Estate Broker)
SR
Shannon W. Rawls
Chairman
MP
Michael Pakko
Chair
AS
Alicia Samolis
Partner and Chair of the Labor & Employment Practice
LC
Leslie Cousineau
Chairman