Directory
OB
Oyama Balfour
Executive Director: Head of Business Development
AH
Azam Haq
Head of Corporate Finance Advisory
MB
Marc Barnes
Financial Advisor
PK
Paul Kwengwere
Chief Executive Officer
BO
Baris Oney
Founder and Managing Partner
LC
Luca Muscardin CFP®
Head of Assets
SM
Selma Akdemir, MBA
Freelance Investment Advisor
PS
Paul Scannell
Chairman, Medical Device Task Force
JL
AC
Adam J. Peck, CFA
Founder and Chief Investment Officer
CZ
Chao Zhang
Managing Member / Chief Investment Officer
BC
Brad Weafer, CFA
Chief Investment Officer
SW
Scott Wu
CFO
AR
Anthony Rich
Director/Founder
NM
Nedim Music
Managing Partner / CEO
TH
Tom Holliday
Founder
BC
Brett A. Rufkahr, CFA, CAIA, CIMA
President
CP
Cheryl Pipia
President
RC
Rongfeng "Becky" Li, CFA
Chief Credit Officer
RM
Raymond Murphy
President
JW
John Wilkin
Co-Founder
KS
Katherine Scott
CFO and CCO
TN
TN Nguyenba
Co-Founder
CC
Chris Cook
President
DV
David Verlander
Chief Strategy Officer