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