Meet Our Executive Team
Jerome Castellini
Co-Founder, Co-CIO, Portfolio Manager
Dan Becker, CFA
Principal, Co-CIO, Portfolio Manager
Gregory Baxter, CFA
Principal, Portfolio Manager
Investment Teams
Large Cap Growth
Dan Becker, CFA
Principal, Co-CIO, Portfolio Manager
Quentin Ostrowski, CFA
Principal, Portfolio Manager
Jacob Thorsen
Analyst
Small Cap Growth
Gregory Baxter, CFA
Principal, Portfolio Manager
James Stark, CFA
Principal, Portfolio Manager
Eoghan Bahnson, CFA
Senior Analyst
Dillon Hoover, CFA
Senior Analyst
Lina Ciamei
Analyst
SMID Growth
Gregory Baxter, CFA
Principal, Portfolio Manager
James Stark, CFA
Principal, Portfolio Manager
Eoghan Bahnson, CFA
Senior Analyst
Dillon Hoover, CFA
Senior Analyst
Lina Ciamei
Analyst
International Equity
MLP
Jerome Castellini
Co-Founder, Co-CIO, Portfolio Manager
Joseph M. Hagan, CFA, CPA
Principal, Portfolio Manager
Timothy M. Clark
Senior Analyst
Global Energy
Jerome Castellini
Co-Founder, Co-CIO, Portfolio Manager
Joseph M. Hagan, CFA, CPA
Principal, Portfolio Manager
Timothy M. Clark
Senior Analyst
Quant/Macro
Stephen Jones
Senior Quantitative Analyst
Anthony Kies
Quantitative Analyst/Operations Analyst
Preston Smith
Quantitative Analyst
Non - Investment Teams
Trading
Kain Cederberg
Head of Trading
Brandy Hamilton
Senior Trader
Marketing and Client Service
Jeffrey S. Duncan
Business Development, Client Service
Kevin T. Gergits
Principal, Business Development and Consultant Relations
Operations and Compliance
James Castellini
General Counsel
Sarah Johnson
Principal, Compliance
Kevin Hanley
Operations Manager
Anthony Kies
Quantitative Analyst/Operations Analyst
Support Staff
Mary Ryan
Operational Support, Executive Assitant
Vanessa Arroyo
Client Service Specialist, Administrative Assistant