Directory
DM
Dean Blackman, MBA
Founder and Principal
RC
Richard (Rick) Simek, CPA
Chief Compliance Officer
MW
Michael Whelchel
Co-Founder
MC
Mark King, CFA
Chief Lending Officer / Vice President
LM
Lisa McGovern
Managing Director - CFO/CCO
WM
Wendy Mueller
Managing Director, Chief Financial Officer, Chief Compliance Officer
GW
Gregory Wallace
CFO - Funds
JM
James Mahnke
CIO & Portfolio Manager
MG
Michael Goldberg
Owner & Portfolio Manager
RS
Ramona Shenoy
Chief Operating Officer
NM
Nicholas Monterrosa
CEO and Portfolio Manager
DB
David Bernstein
CIO and Portfolio Manager
SE
Scott Eisenberg
Chairman Of The Board
CB
Chris Bowen
Chief Operating Officer
SL
Sangmin Lee
Co-Founder, Portfolio Manager
BP
Brian M. Altenburg, PhD
Co-Founder
MC
Michael Hakerem, CFA
Founder | Chief Investment Officer
GC
Greg Carstensen
Founder and CIO
KK
Kartikeya (Kartik) Kotamraju
Founder
JE
Jeffrey Everett
Partner, Co-founder
AB
Adriano Borges
CEO
FL
Farley Sequeira Lacayo
CEO at Combo Mexico - meatme
BK
Behnam Kafshdouzi
Chairman
JR
Jaume Puig Ribera
Director General & CIO & Fund Manager
EK
Edvinas Karbauskas
Financial Portfolio Manager / Head of Fund Controlling