Directory
HM
Helen McAllister-Ross
Owner, Professional Pet Sitter
CC
Cristiano Florindo Costa
Médico Veterinário
KC
Kim Cannan
Austin Territory Partner
MA
Melissa Allen
Veterinary Technician
CS
Craig Steffen
R&D Program Manager at Wilwood Engineering
TF
Tracy Fuqua
Inquiry Coordinator
KB
Keith Buchanan
Chief Investment Officer
EC
Eric Ball, CFA
Chief Executive Officer
GC
Glenn Kleczka, CFA
Founder | Managing Director
EC
Edward Kolczynski CFA
Chief Investment Officer
CC
Clay McDaniel, CFA
Partner, Chief Investment Officer
SJ
Stephen (Steve) Simon, JD
Chief Compliance Officer
JT
Jacob Torres
Chief Executive Officer
JY
Justin Yang
Chief Technology Officer
TM
Terrence (Terry) Morgan
Owner
BF
Brian Flaherty
Proven Chief Operating Officer, (Investment Management, Asset Servicing)
SP
Sri Purisai
Founder
BW
Bryce Wisan
Managing Director, CFO, and CCO
AH
Arild Holm
Chief Investment Officer
SC
Seth Wohlberg, CFA, CAIA, CIPM
President
JS
Jeffrey Spears
Chief Executive Officer
NS
Nishit Shah
Chief Operating Officer/Director of Research
HE
Henry Ellenbogen
Managing Partner & Chief Investment Officer
SS
Steve Deutsch, CFA®, CFP®, FRM®, CAIA®, CTP®, SHRM-SCP
Founder/Consultant
DC
Derek Felske CFA
Chief Investment Officer