The Sierra Team
Investment Management Team
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
Client Services Team
Nathan Brummel
Senior Advisor
Gira Patel
Senior Relationship Manager
Narine Ter-Minasyan
Client Operations Manager
Management Team
Skip Schweiss
Chief Executive Officer
Kenneth L. Sleeper, MBA, PhD
Co-Founder, Senior Advisor, Portfolio Manager
David C. Wright, JD
Co-Founder, Senior Advisor
Erik Morris, IACCP®
Chief Compliance Officer
James St. Aubin CFA®, CAIA®
Chief Investment Officer, Portfolio Manager
Kristine Stromeyer, CPA
Chief Operating Officer
Vanda Freesman
Chief Marketing Officer
Annalisa Donati, CPA, MBA
Chief Financial Officer
