Kenneth L. Sleeper, MBA, PhD

Co-Founder, Senior Advisor, Portfolio Manager

David C. Wright, JD

Co-Founder, Senior Advisor

James St. Aubin, CFA®, CAIA®

Chief Investment Officer, Portfolio Manager

Ryan Harder, CFA®

Chief Investment Strategist, Portfolio Manager

Marshall Quan

Lead Portfolio Analyst, Portfolio Manager

Yanni Dalkos, MSQE

Senior Research & Data Analyst

Henry Reid

Portfolio Analyst

Nathan Brummel

Senior Advisor

Gira Patel

Senior Relationship Manager

Natalie Parker

Relationship Manager

Narine Ter-Minasyan

Client Operations Manager

Kenneth L. Sleeper, MBA, PhD

Co-Founder, Senior Advisor, Portfolio Manager

David C. Wright, JD

Co-Founder, Senior Advisor

James St. Aubin, CFA®, CAIA®

Chief Investment Officer, Portfolio Manager

Skip Schweiss

Chief Executive Officer

Kristine Stromeyer, CPA

Chief Operating Officer

Annalisa Donati, CPA, MBA

Chief Financial Officer

Vanda Freesman

Chief Marketing Officer

Erik Morris, IACCP®

Chief Compliance Officer