Directory
FC

Federico Valesi, CFA

Head of Credit
LC

Lucas Pech, CFA

Investment Director
MT

Mayur Trivedi

Senior PHP Developer
JA

Jonathan I. Shenkman, AIF®

President | Financial Advisor & Portfolio Manager
BH

Bill Henagan

Co-Founder/Managing Director
GF

Guy Fiumarelli

COO / Head of Operations
DC

Doug Angstrom, CFA

President
CG

Cheryl Greenberg

President
JG

Jonathan Goldstein

President
MW

Matthew Wright

President
RM

Ravi Melwani

Founder and Portfolio Manager
JA

Joseph P. Arce

Chief Operating Officer & Partner
BW

Brian Wu

Founder and President
JC

John Cosentino

Founder
LF

Lars Fejer

Investor and Chairman of the board
JG
RM

Rebecca Montes

Philanthropy Chair
SH

Sean Haydon

Managing General Partner
MP

Mayara Paulino de Paiva

Médica Veterinária
HS

Hossein Saba

Managing Partner
ML

Maryalene LaPonsie

Freelance Contributor at U.S. News & World Report
JS

Jeani Stevens

Integrated Marketing Specialist
SW

Sutanto Widjaja

Board Member
DG

Diana Grutzmacher

Sr. Business Development Rep., Affiliate Partnerships