Eric Lynch

Cameron Cavalin

Fixed Income And ESG Analyst

Brian Krawez

President / Lead Manager

Aaron Miller

Client Portfolio Manager

Serena Brewster

Administration Manager

Bruce Hoffmann

Head Of Marketing And Business Development

Jordan Corey

Equity Research Analyst, Client Portfolio Manager

Aidan Kastenberg

Senior Equity Research Associate

Ashley Y.

Senior Data & ESG Associate

James Giblin

Operation Analyst

Gabe Houston

Senior Research Analyst

Thad H.

Senior Consultant, Advisors & Institutions