Appleseed Capital is a research-driven boutique asset management firm providing customized impact investment strategies.

Collaborating on investment research together since 2004, our portfolio managers have navigated investor capital through multiple challenging investing environments. Our firm is very much research driven; our research analysts are analytical, contrarian, value-oriented, independent, and intellectually honest. To generate attractive investment returns for our clients, our team works hard every day uncovering and exploring new ideas, challenging one another’s investment theses, and following our portfolio companies.

Adam Strauss, CFA

Co-CEO & Portfolio Manager
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Bill Pekin, CFA

SVP & Portfolio Manager
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Josh Strauss, CFA

Co-CEO & Portfolio Manager
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Neeraj Bahl, CFA


Matthew Blume, CFA

Director of ESG Research
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Brandon Hardy

SVP & Wealth Manager
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Shaun Roach, CFA

Assistant Portfolio Manager

Colin Rennich, CFP®

Director of Sales
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Alex Kuznetsov, CFA


Jennifer Baltazar

Senior Portfolio Accountant

Sharon Bowler

Client Service Associate

Troy Cam


Jennifer Dunlap

Compliance Officer

Patrick Herrington

Chief Compliance & Operating Officer

Karen Pratt

Office Manager & Client Service Representative

Annie Rijks

Business Process Manager

Kathleen Siojo

Client Service Associate

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