Directory
AL
Andrea Leccese
President & Portfolio Manager
MK
Michelle Kelner
Co-Founder, Senior Partner
IR
Ivy Huq Russell
CEO & Founder
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