Broker Check

Meet the Team

Our Process

Kara Murphy, CFA

Executive Vice President,

Chief Investment Officer

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Our History

John Barragan

Chief Operating Officer,
Chief Complaince Officer

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Our Values

Derek Schug, CFA

Senior Vice President,

Head of Portfolio Management

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Our Process

Our Process

Bobby Gomez, CIMA

Vice President,
Senior Investment Specialists

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Our History

Our History

Ryan Chang

Investment Analyst

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Our Resources

Our Resources

Amelia Hammond

Junior Portfolio Manager

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Our Process

Logan Kerr

Investment Specialist

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Our History

Julia Kevon

Operations Specialist

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Our Values

Alan Zhang, CFA, FRM

Assistant Vice President,

Portfolio Manager

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Our Process

Our Process

Ben Smith

Investment Specialist

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Our History

Our History

Angella Welcome

Head of Marketing

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Our Values

Our Values

Alan Zhang, CFA, FRM

Vice President,

Investment Strategist

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