Meet Our Executive Team
CFA, Partner, Vice Chairman, Portfolio Manager & Chief Investment Officer - International Equities
Investment Teams
Large Cap Growth
Chartered Financial Analyst, Chief Investment Officer, Portfolio Manager, Managing Director
Senior Equity Analyst, Portfolio Manager
Senior Equity Analyst, Portfolio Investments
Small Cap Growth
CFA, Partner, Vice Chairman, Portfolio Manager & Chief Investment Officer.
Chief Investment Strategist and Portfolio Manager
Senior Portfolio Manager
Assistant Analyst
SMID Growth
CFA, Partner, Vice Chairman, Portfolio Manager & Chief Investment Officer.
Senior Equity Analyst, Portfolio Manager
Chief Investment Strategist and Portfolio Manager
Andrew Norelli
Senior Portfolio Manager
International Equity / Global Energy
Chief Investment Strategist and Portfolio Manager
Senior Portfolio Manager
Senior Equity Analyst, Portfolio Investments
Cryptocurrency Investment and Research
Chief Cryptocurrency Trading Analyst
Senior Cryptocurrency Analyst, Master Trader
Senior Cryptocurrency Analyst & Investment Strategist
Senior Blockchain Analyst & Investment Advisor
Quant/Macro
Portfolio Management & Asset Appreciation Strategy Manager
Senior Equity Analyst, Portfolio Investments
Chartered Financial Analyst, Senior Fellow, Macro Policy, Structured Finance
Non-Investment Teams
Trading
Senior Securities Trader
Portfolio Investment Trader
Senior Cryptocurrency Analyst
Marketing and Client Service
Marketing Manager | Brand Strategist
Head of Client Services. Customer Experience Optimization Specialist
Operations and Compliance
Chief Operating Officer, Chief Financial Officer
Advocate General
Finance and Audit
Chief Operating Officer, Chief Financial Officer
Auditor, Financial Analyst
Operational Support, Executive Assistant
Client Service Specialist, Administrative Assistant
Operational Support, Executive Assistant