Directory
RA
Ravi Anaparti
Managing Principal
KW
Kathy Wheadon
President & Founder
CC
Chris O'Neill, CFA, CIPM
Chief Investment Officer/Portfolio Manager
JM
James Mark
Founder, Investment Manager
JB
Jefferson Betancourt
President
BC
Brett Shaver, CFA
President and Portfolio Manager
LS
Louis Sousa
Chief Investment Officer
DP
Dan Pennington
CFO
DL
David Lebisky
Compliance Manager, US and Mutual Fund CCO
JJ
J.B. Taylor Jr.
Portfolio Manager, Director, CEO
DJ
David Jallits
Chief Investment Officer
CS
Carl Stanton
Founder
ST
Stacy Turner
Founder
KH
Keila Aires Hand
Founder & President
BS
Brian Shapiro
Chief Executive Officer
JH
Jawanza Hughes
Chief Investment Officer & Portfolio Manager
MC
Michael Lehoisky, CPA
Chief Financial Officer
HL
Holden Lee
Chief Financial Officer and Chief Investment Officer
NC
Nicholas Fernandez, CPA
Chief Financial Officer
JB
Jeff Baehr
CEO
MS
Minyoung Sohn
Founder
RS
Robert Swigert
co-founder, ceo
RN
Randy C. Norton
Chairman of the Board
GC
Greg Estes, CFA
Vice President, Portfolio Manager & Chief Compliance Officer
RH
Robert Harris
Chief Investment Officer/ Senior Portfolio Manager and Equity Analyst