Directory
DH
David Haynie
President
BW
Bill Wilkinson
Chief Operating Officer
JH
Jon Hickey
Chief Operating Officer
GS
Gavin Shaw
President
AT
Andrew Tang
Founder & Portfolio Manager
SB
Scott Booth
Chairman
KC
Ki Akrami, CFA
Chief Investment Officer
SS
Sara Saunders
Chief Financial Officer, Partner
MB
Mohit Bhasin
COO/CFO/CCO
JJ
John Pantekidis, CFA, JD
Chief Investment Officer, General Counsel & Partner
TC
Todd Jones, CAIA
Chief Investment Officer
EO
Ethan Oetter
President
AC
Andrew Bolyard, CFP®
Chief Investment Officer
MC
Mark Berube, ChFC, CLU
Owner & President
JC
Johan Strand, CFA
Founder
AS
Aakash Shah
Co-Founder
MZ
Matthew Zenz
Chief Investment Officer
JF
Jon Fleming
President
BR
Brian Roth
Chief Executive Officer and Chief Investment Officer
DG
Dave Grundfast
Co-Founder
AW
Austin L. Wright
Founder and CEO
NT
Nick Thakore
Founder and CIO
CW
C. Morgan Wurst
Chief Investment Officer & Executive Director
MF
Maria Pilar F.
Family Banker
SR
Sandra Cantero Rabanillo
Staff Software Engineer