Outside of work he enjoys spending time attending his kids’ activities and sporting events.
Chief Compliance Officer
Jenny has loved dinosaurs since she was a little girl and even had a “dinosaur chic” themed wedding.
Associate Business Manager
Sue enjoys playing cards and board games with her husband and three kids.
Controller
Mike likes seeing live music, reading, and watching the NBA, NFL, and tennis.
Chief Marketing Officer
Michael enjoys the outdoors, travelling, and spending time with his wife, children, and grandchildren.
IT Manager
Chris spent part of his childhood living in Kwajalein, an island in the Marshall Islands.
IT Generalist
Karen enjoys running and hiking with her Golden Retriever.
Administrative Coordinator, Service Associate
Cheryl enjoys trips to the beach, playing cribbage and shooting trap.
Data Analyst
Julie loves DIY home improvement projects and spending time with her family.
Compliance Associate
Ashley is a proud hockey mom and lives by our “We Before Me” core value.
Chief Operating Officer
Kathryn is a first time mom and tends a small farm with her husband.
Operations Specialist
07.09.25 | Investment Management
By Benjamin B. Wallace, CFA
07.07.25 | Investment Management
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