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

Erin Diamond

Portfolio Administrator / Client Service Specialist

>>Read More

April Hien

Portfolio Administrator

>>Read More

Cristina Rosales

Trader / Portfolio Administrator

>>Read More