Leadership Group

Barbara Young

Chief Executive Officer, Chief Investment Officer & Founding Principal

>>Read More

Vince Colabianchi

Chief Financial Officer & Founding Principal

>>Read More

James Longinotti

Chief Compliance Officer, Co-Chief Investment Officer & Principal

>>Read More

Sophie Lee

Chief Operating Officer & Principal

>>Read More

Wealth Management & Operations Team

Eric Anderson

Partnership Accounting Manager

>>Read More

April Hien

Operations & Client Service Associate

>>Read More

Cristina Rosales

Operations & Client Service Associate / Trader

>>Read More

Rhoda Rossman

Fixed Income Specialist

>>Read More