We are a team of brokers and Investment Advisors who manage money for our clients on a discretionary basis. Diverse in business experience and perspective, we take a research-intensive, generalist approach to evaluating securities companies. Our client portfolios reflect the best opportunities we find, assembled stock by stock, and balanced to control risk. Because we aim for capital appreciation, we don’t restrict ourselves to sectors or market caps, preferring instead to focus on industries and businesses experiencing significant unrecognized change. As a group, we share a core belief that thoughtful and persistent research coupled with disciplined risk-taking will yield outsized returns over time.

FinTech

Investment Management

Trading & Exchanges

Gagnon Securities

Neil Gagnon

Matt Jampole

Willis Taylor

Adrienne Garofalo

This department focuses on managing partnerships and client relationships to drive business development and ensure portfolio success.

Portfolio Management

This department manages and executes trades in financial markets to optimize investment strategies.

Gagnon Securities

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Teams

Portfolio Management

Trading Operations

Offices