Our Team

Don Barber

Don Barber

VP and Portfolio Manager

Adam Beach

Adam Beach

Vice President, CCO and Operations Manager

Nico Cape

Nico Cape

VP and Portfolio Manager

Miriam De Angelis

Miriam De Angelis

Sr. Client Services Associate

Rob Evans

Rob Evans

President

Lori Ferris

Lori Ferris

Client Services Associate

Daniel Glazerman

Daniel Glazerman

Vice President

Moren Hinds

Moren Hinds

Client Services Associate

Michelle Mark

Michelle Mark

Head Trader

Keith Martin

Keith Martin

Executive Vice President

Catherine Parker

Catherine Parker

Receptionist

Jo Perez

Jo Perez

Trader

Meredith Saludo

Meredith Saludo

Client Services Associate

Patrycja Trotter

Patrycja Trotter

Client Services Associate

Michael Wood

Michael Wood

Portfolio Manager

Frank You

Frank You

Portfolio Manager

In the world of business, the people who are most successful are those who are doing what they love.

- Warren Buffett