Directory
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
JS
Jeffrey Schachter
President and Chief Operating Officer
AR
Aiden Redmond
President
BC
Boram Kim, CFA
CEO / Portfolio Manager
JS
Jane Stabile
President
DL
Daniel Lugasi
Founder & Portfolio Manager
WC
William Hoagland, CFA
Chief Executive Officer
AC
Anika R. Hedstrom, CFP®
Co-Founder and Advisor
TC
Ted Clark
Co-Founder, Partner
DF
David Fried
President
NC
Nidhi Chadda
Founder and CEO
DM
David Phillips, FPAC, MBA, MSCIS
Chief Executive Officer
AM
Asad Mahmood
CEO & Managing Partner
BP
Babak Pahlavan
Managing Partner (Founder) / Investor / Advisor
JG
Jordan Grayson
Founder & Managing Partner
DM
David Mullings
Chairman, President and Chief Executive Officer
MK
Michael Knox
Chief Executive Officer