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Dennis Reiland, CFA

Dennis Reiland, CFA

Co-President, Portfolio Manager & Founder

Diane de la Cruz

Diane de la Cruz

Chief Compliance Officer & Client Management

Sean Summers, CFA

Sean Summers, CFA

Portfolio Management

Matt Franzen

Matt Franzen

Portfolio Management

Marcus Chin

Marcus Chin

Information Managment

Melina Sanchez-Guzman

Melina Sanchez-Guzman

Client and Portfolio Services

Kristin Mccoy

Kristin Mccoy

Client Management

Lynsie Rouk

Lynsie Rouk

Client Management

Sean Seibert

Sean Seibert

Client Management

Bob Summers, CFA

Bob Summers, CFA

Co-President & Portfolio Manager

Jonathan Chin, CFA

Jonathan Chin, CFA

Head of Portfolio Management

Jeff Payne

Jeff Payne

Portfolio Management

Kristopher Reiland

Kristopher Reiland

Portfolio Management

Amy Schafer

Amy Schafer

Client Management

Erika Higgins

Erika Higgins

Client Management

Kyle Schulz

Kyle Schulz

Client and Portfolio Management

Kendall Nolan

Kendall Nolan

Client Management

Sean Johnson

Sean Johnson

Client Management

John Luciano, CFA

John Luciano, CFA

Chief Financial Officer

Steve Parker

Steve Parker

Head of Trading

Emily Reiland

Emily Reiland

Portfolio Management

Greg Lopez

Greg Lopez

Portfolio Manager

Nanna Jespersen-Parker

Nanna Jespersen-Parker

Client Management

Jeanne Rouk

Jeanne Rouk

Client Management

Cody Dunn

Cody Dunn

Client and Portfolio Management

Evan Echelberger

Evan Echelberger

Client and Portfolio Management

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