Paul Karger CFA

Cofounder & Managing Partner

John Pantekidis CFA JD

Chief Investment Officer, General Counsel & Partner

Jonathan Perry

Chief Financial Officer, Managing Director of Business Operations

Brody Gardner

Senior Accountant

Ryan Dwyer CPA

Controller

Meghan Daily

Director, Client Advisory

Carl Bradshaw

Associate Director, Client Advisory

Josette Beatrice

Associate Director

Jonathan Pate

Senior Analyst, Portfolio Advisory

David Daglio

Chief Investment Officer

Meaghan Montgomery

Associate

Rachael Peirce

Senior Associate

Matthew Marsallo

Portfolio Analyst

Casey Barron

Senior Associate, Family Office Management Team

Michael Gibbons

Partner & Managing Director

Hugo Souza

Associate Director, Client Advisory

Laurence Grosbaum

Managing Director | Portfolio Advisory Group

Juana Arias

Accountant

Daniel Finger

Compliance and Business Operations Manager

Paul Thompson

Senior Associate