Directory
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.
WG

Wendy Groenewald

Providing a quality laundry product and service to the small to medium business sector
JB

Joe Baack

Controls and Automation Engineer
AH

Adrian Holden

Customer Relations Team Leader at IKEA
DR

Douglas Reeve

Owner & MD at 4thD Landscape Services Ltd
MH

Marcus Hodge

Director/owner at Hodge Plumbing & Heating Services.