Directory
SC
Sam G. Huszczo, CFP, CFA
Founder/Investment Advisor
AP
Alex Pedraza
Co-Founder
YC
Yann Coquoz, CFA
Co-Chief Investment Officer
BE
Brad Eixmann
Chief Investment Officer & Senior Portfolio Manager
BP
Bryce Peters
Chief Compliance Officer & Operations Manager
RC
Robert Milas, CFA, CAIA
Chief Investment Officer
TC
Timothy D. Calkins, CFA
co-Chief Investment Officer
JC
James Fletcher, CFA
Founder and Chief Investment Officer
GG
Gilles Guillon
Founder
RR
Randall Richard
President/Family Financial Advisor
JC
Jacob Comer
Partner, General Counsel & Chief Compliance Officer
DW
David Ward
Chief Operating Officer
KO
Katie Orr
Founder & President
AA
Ann Akichika
Chief Operating Officer - Research
RW
Rick Welch
President, Wealth Advisor and Chief Investment Officer
EP
Eric Peters
Founder & CIO
MW
Melissa Withers
Managing Partner & Co-Founder, RevUp Capital
MW
Michael Winter
Founder / CEO / CIO
SS
Sumali Sanyal
Executive Vice President, Co-Chief Investment Officer, Equities, and Portfolio Manager
IC
Ian M. Quetglas, CFP®
Co-Founder & Investor / Deal Flow Committee Chair
JC
Jean Abillama, CFA
Founder / CEO
RD
Robert Dean
President
SS
Sarb Shah
Chief Investment Officer
CH
Carl Hart
DSEAR Assessor at DSEAR RA Ltd
RT
Robin Tyler
Available for interim procurement roles from April 19th 2021.