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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Jennifer Dunlap

Chief Compliance Officer

Matthew Blume, CFA

Director of ESG Research
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Erin Kelsey


Neeraj Bahl, CFA


Colin Rennich, CFP®

Senior Vice President
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Kathleen Siojo

Client Service Associate

Shaun Roach, CFA

Assistant Portfolio Manager

Troy Cam


Karen Pratt

Office Manager & Client Service Representative

Alex Kuznetsov, CFA


Sharon Bowler

Client Service Associate

Annie Rijks

Business Process Manager

Brandon Hardy

SVP & Wealth Manager
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