Directory
EB
Ellen M. Bruno
President
SW
Stephen Worsley
Mechanical Design Engineer at Sewtec Automation Ltd
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