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; in total, our investment team includes nine investment professionals, eight of whom are CFA charter holders. 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 Portfolio Manager Learn more about Adam

Adam Strauss, CFA Portfolio Manager

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Bill Pekin, CFA     Portfolio Manger Learn more about Bill

Bill Pekin, CFA     Portfolio Manger

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Joshua Strauss, CFA Portfolio Manager Learn more about Josh

Joshua Strauss, CFA Portfolio Manager

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Colin Rennich, CFP® Director of Sales Learn more about Colin

Colin Rennich, CFP® Director of Sales

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Brandon Hardy       Wealth Manager Learn more about Brandon

Brandon Hardy       Wealth Manager

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Matthew Blume, CFA Wealth Manager & Director of ESG Research  Learn more about Matt

Matthew Blume, CFA Wealth Manager & Director of ESG Research 

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Neeraj Bahl, CFA  Research Analyst

Neeraj Bahl, CFA  Research Analyst

Jennifer Baltazar      Senior Portfolio Accountant

Jennifer Baltazar      Senior Portfolio Accountant

Sharon Bowler         Client Service Representative

Sharon Bowler         Client Service Representative

Troy Cam                Trader

Troy Cam                Trader

Jennifer Dunlap Compliance Officer

Jennifer Dunlap Compliance Officer

Alexander Kuznetsov, CFA                     Research Analyst

Alexander Kuznetsov, CFA                     Research Analyst

Patrick Herrington   Chief Compliance & Operating Officer

Patrick Herrington   Chief Compliance & Operating Officer

Karen Pratt               Office Manager and Client Service Representative

Karen Pratt               Office Manager and Client Service Representative

Annie Rijks             Senior Portfolio Accountant

Annie Rijks            

Senior Portfolio Accountant

Shaun Roach, CFA  Research Analyst

Shaun Roach, CFA  Research Analyst

Kathleen Siojo         Client Service Representative

Kathleen Siojo         Client Service Representative

Josh Valliere, CFA   Assistant Wealth Manager

Josh Valliere, CFA   Assistant Wealth Manager