Our Team

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Partners

Partners

Senior Executive Leadership Team

Responsible for major decision-making, setting strategic directions, overseeing the firm’s performance and play a crucial role in investment decision making, operations, and business development.

Director of Investments

Oversee the investment management process. They develop investment strategies, guide portfolio managers, and ensure that investment objectives align with client goals. They often have a significant role in risk management and are key in maintaining the overall quality and performance of the investment portfolios and strategies.

Portfolio Managers

Portfolio Managers

Managing investment portfolios on behalf of clients. Make decisions about asset allocations, analyze market trends, build strategies, rebalance, select individual investments, and monitor portfolio performance to achieve the desired investment objectives.

Business Development

Business Development

Professionals focused on growing the firm’s assets under management and finding investment opportunities in both the public and private sectors. They identify new business opportunities, build investment relationships, market the firm's services, and may also be involved in product development to meet evolving market demands.

Traders

Traders

Traders are responsible for the buying and selling of securities and other financial instruments. They execute trades as directed by portfolio managers, monitor market conditions, manage trade settlements, and are crucial in ensuring that trading activities align with the firm's investment strategies and compliance standards.

Have a Question?

Thank you!
Oops!