Leah Olson January 20, 2025 Administrative Team Jake Gradwohl Leah Olson January 20, 2025 Administrative Team Jake GradwohlSenior Equity Trader
Danielle Hart January 19, 2025 Investment Team Alex Harding, CFA Danielle Hart January 19, 2025 Investment Team Alex Harding, CFASenior Vice PresidentEquity Research and Portfolio Management
Leah Olson January 19, 2025 Marketing/Business Dev. Danielle Hart Leah Olson January 19, 2025 Marketing/Business Dev. Danielle HartVice PresidentMarketing and Business Development
Emilie Ma January 19, 2025 Octavia Group Samantha Hathhorn Emilie Ma January 19, 2025 Octavia Group Samantha HathhornAssociate Family Office Advisor
Danielle Hart January 19, 2025 Octavia Group Kirstin Havnaer Danielle Hart January 19, 2025 Octavia Group Kirstin HavnaerSenior Vice PresidentPrivate Family OfficeOctavia Group
Danielle Hart January 19, 2025 Investment Team Joe Herrle, CFA Danielle Hart January 19, 2025 Investment Team Joe Herrle, CFASenior Vice PresidentAlternative Assets and Portfolio Management
Danielle Hart January 19, 2025 Investment Team Krystal Daibes Higgins, CFA Danielle Hart January 19, 2025 Investment Team Krystal Daibes Higgins, CFASenior Vice PresidentEquity Research and Portfolio Management
Leah Olson January 19, 2025 Investment Team Steve Holwerda, CFA Leah Olson January 19, 2025 Investment Team Steven Holwerda, CFAManaging Director
Leah Olson January 19, 2025 Operations/Info Systems Becky Horvat Leah Olson January 19, 2025 Operations/Info Systems Becky HorvatChief Financial Officer
Leah Olson January 19, 2025 Investment Team George Hosfield, CFA Leah Olson January 19, 2025 Investment Team George Hosfield, CFADirector and Chief Investment Officer
Leah Olson January 19, 2025 Investment Team Brad Houle, CFA Leah Olson January 19, 2025 Investment Team Brad Houle, CFAPrincipalHead of Fixed Income
Leah Olson January 17, 2025 Investment Team Peter Jones, CFA Leah Olson January 17, 2025 Investment Team Peter Jones, CFAExecutive Vice PresidentEquity Research and Portfolio Management
Emilie Ma January 16, 2025 Administrative Team Andreis Kennedy Emilie Ma January 16, 2025 Administrative Team Andreis KennedyClient Relationship Associate
Danielle Hart January 16, 2025 Investment Team Tara Kinateder, CEPA® Danielle Hart January 16, 2025 Investment Team Tara Kinateder, CEPA®PrincipalPortfolio Management
Emilie Ma January 16, 2025 Operations/Info Systems Luke Kolln Emilie Ma January 16, 2025 Operations/Info Systems Luke KollnSenior AnalystInvestment Operations and Reporting
Danielle Hart January 16, 2025 Compliance Team Ezra Kover, IACCP® Danielle Hart January 16, 2025 Compliance Team Ezra Kover, IACCP®Chief Compliance Officer
Leah Olson January 15, 2025 Investment Team, Wealth Management Mary Lago, CFP®, CTFA Leah Olson January 15, 2025 Investment Team, Wealth Management Mary Lago, CFP®Chief Wealth StrategistPrincipal
Emilie Ma January 15, 2025 Administrative Team Danielle Larner Emilie Ma January 15, 2025 Administrative Team Danielle LarnerLead Client Relationship Associate
Emilie Ma January 15, 2025 Administrative Team Jesyca Lazo Emilie Ma January 15, 2025 Administrative Team Jesyca LazoLead Client Relationship Associate
Emilie Ma January 15, 2025 Administrative Team Kelli Leavenworth Emilie Ma January 15, 2025 Administrative Team Kelli LeavenworthOffice Coordinator
