preston 500x500

Preston McSwain

Managing Partner and Founder
Chief Investment Officer

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james-cornell

James Cornell

Managing Partner and
Founder

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erik 500x500

Erik Marr, CFP ®

Partner and Chief Compliance Officer

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Andy 500 by 500

Andrew Wels, J.D.

Regulatory Counsel

 

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adams 500x500

Cristina Adams

Partner - Director of Operations and Technology

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Daniel Grenier

Daniel Grenier

Senior Relationship Manager

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elisabetta-basilico

Elisabetta Basilico PhD, CFA

Research Partner

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tommi-johnsen

Tommi Johnsen  PhD

Research Partner

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Sloane Ortel

Research Partner

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Maneesh I

Maneesh Shanbhag, CFA

Research Partner

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Charlie Henneman

Charlie Henneman, CFA

Research Partner

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