Directory
SG
Steven Grey
Principal / Chief Investment Officer
SG
Sumit Gautam
Portfolio Manager, Founder
BS
Bachar Samawi
Founder & CEO, ESG-SRI-Impact Investment Strategist , Author & Poet
WB
William B.
Founder & Managing Partner
MC
Michelle Connell, CFA
Owner/President
JD
John DiTieri
Chief Investment Officer / Senior Portfolio Manager
JR
Jim Rich
CEO
EB
Esther Babb
Co-Founder
SY
Syl Yip
Founder
MH
Michael A. Huczko
CEO / Part-time Outsourced COO/CFO/CCO
AW
Amit Wadhwaney
Co Founder & Portfolio Manager
MM
Marco Marinucci
co-founder and Managing Partner
CS
Chad Sterbenz
Chief Investment Officer
RC
Robert A. Slowko, CAIA
Co-Founder
JR
Jennifer M. Reiche
Chief Compliance Officer
BM
Bryan Macktinger
President
GP
Gabriel Pincus
President & Portfolio Manager
SC
Sylvia S. Kwan, CFA, CAIA
Chief Investment Officer
MP
Mayank N. Patel
President & Chief Operating Officer
CB
Carlos Betancourt
Founding Principal
TW
Todd Wilson
Founder & CEO
JH
John V. Handelsman
Chief Executive Officer - Commonwealth Ventures
JS
Jack Schneider
Chief Operating Officer
RR
Robert Ross
Founder
DC
Davey Quinn, CFP®
Chief Executive Officer & Chief Compliance Officer