Directory
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
SG
Shawn Groves
Chief Operating Officer
AJ
Adam Jaffe
Founder / Investment Manager
GM
Greg McCall
Co-Founder & President