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
Associate
Brandon Hardy
SVP & Wealth Manager
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Colin Rennich, CFP®
Senior Vice President
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Kathleen Siojo
Sr. Client Service Associate
Shaun Roach, CFA
Assistant Portfolio Manager
Troy Cam
Trader
Alexis Lerma
Client Service & Compliance Associate
Alex Kuznetsov, CFA
Analyst
Pamela Drella
Operations Manager
Annie Rijks
Business Process Manager
Sheri Jones
Client Service Associate