Our Team Members

Dennis Reiland, CFA

Co-President, Portfolio Manager & Founder

Linda Clark
Director of Client Management and Office Manager

Steve Parker

Head of Trading

Linda Clark
Director of Client Management and Office Manager

Jeff Payne

Portfolio Management

Linda Clark
Director of Client Management and Office Manager

Marcus Chin

Information Managment

Linda Clark
Director of Client Management and Office Manager

Nanna Jespersen-Parker

Client Management

Linda Clark
Director of Client Management and Office Manager

Erika Higgins

Client Management

Linda Clark
Director of Client Management and Office Manager

Diane de la Cruz

Client Management

Linda Clark
Director of Client Management and Office Manager

Bob Summers, CFA

Co-President & Portfolio Manager

Linda Clark
Director of Client Management and Office Manager

Jonathan Chin, CFA

Head of Portfolio Management

Linda Clark
Director of Client Management and Office Manager

Emily Reiland

Portfolio Management

Linda Clark
Director of Client Management and Office Manager

Linda Clark

Director of Client Management and Office Manager

Linda Clark
Director of Client Management and Office Manager

Greg Lopez

Client Management

Linda Clark
Director of Client Management and Office Manager

Jeanne Rouk

Client Management

Linda Clark
Director of Client Management and Office Manager

Kyle Schulz

Client and Portfolio Management

Linda Clark
Director of Client Management and Office Manager

John Luciano, CFA

Chief Compliance Officer & Chief Financial Officer

Linda Clark
Director of Client Management and Office Manager

Sean Summers, CFA

Portfolio Management

Linda Clark
Director of Client Management and Office Manager

Matt Franzen

Portfolio Management

Linda Clark
Director of Client Management and Office Manager

Amy Schafer

Client Management

Linda Clark
Director of Client Management and Office Manager

Melina Sanchez-Guzman

Client and Portfolio Services

Linda Clark
Director of Client Management and Office Manager

Kristin Mccoy

Client Management

Linda Clark
Director of Client Management and Office Manager

Lynsie Rouk

Client Management

Linda Clark
Director of Client Management and Office Manager