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
Analyst
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
Analyst
Erin Kelsey
Associate
Sharon Bowler
Client Service Associate
Troy Cam
Trader
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