Investment Professionals
Steve Farrell, MBA
Director of Fixed Income & Alternatives
BIO
Parineeta Gengaje
Senior Investment Analyst
BIO
David Harden, Founder
President | Portfolio Manager | Chief Executive Officer | Chief Investment Officer
BIO
Jon Jiang
Associate Portfolio Manager
BIO
Robin Kaukonen
Senior Portfolio and Trading Manager
BIO
Scott W Payseur, PhD
Senior Quantitative Analyst
BIO
Kira Rasmussen
Investment Analyst
BIO
Aash M. Shah, CFA
Head of Investments & Sr. Portfolio Manager
BIO
Richard Thawley II
Portfolio Manager
BIO
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Operations
Travis Triggs, JD, LLM
Compliance Director
BIO
Client Relations
Cesar Duenas
Investment Consultant Lead
BIO
Jeff Gapinski
Senior Financial Representative
BIO
Colby Haupt
Head of Sales & Marketing
BIO
Tim Olsen
Financial Services Representative
BIO
Technology
Allison Harden
Software Engineer
BIO
Spencer Nielsen
Director of Technology
BIO
Taylie Whitworth
Software Engineer
BIO