Directory
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
GC

Gildas Quinquis, CFA, CAIA

Partner, Chief Investment Officer
TS

Toru Shindo

Chief Investment Officer
JS

Jonas Schaefer

Founder & Managing Partner
JG

Jessica Gold

Assistant Professor at Washington University School of Medicine in St. Louis
JL

Jack Lang

Football writer at The Athletic
GP

Gill Penlington

Senior Executive Producer