
Aaron Izenstark
Co-founder, Chief Investment Officer

Howard Nixon
Co-founder, Chief Executive Officer

Aaron Izenstark
Co-founder, Chief Investment Officer

Joe Fanaro
Portfolio Management & Trading

Yueting (Amelia) Wu, CFA®
Senior Quantitative Analyst

George Georgiev, CFA®
Senior Fund Research Analyst

Timothy Ziemba, CFA®, CFP®
Director of Private Client

Howard Nixon
Co-founder, Chief Executive Officer

Amy Chandler
Director of Strategic Initiatives

Sarah Allred
Marketing Manager

Richard Lakin
Managing Director, Chief Compliance Officer

Robert Cohn
Managing Director, Director of Finance

Timothy Ziemba, CFA®, CFP®
Director of Private Client
James Hult
Operations Analyst

Tom Schwarz
Director of IT

Sylvia Taylor
Director of Human Resources
James Hult
Operations Analyst

Liliana Soto
Senior Client Service Specialist