Our reasons for becoming financial professionals are as different as our backgrounds. Our cognitive diversity is an asset we believe is of value to each of our institutional and individual clients. What we all have in common, however, is the heart of a servant and a deep commitment to serving our communities.
Founder, President and Chief Investment Officer
Partner and Vice President
Co-Founder, Executive Vice President, Analyst and Portfolio Manager
Partner, Vice President and Chief Financial Officer
Fixed Income Advisor
Partner, Chief Operating Officer and Chief Compliance Officer