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
Aash M. Shah, CFA
Head of Investments & Sr. Portfolio Manager
BIO
Kira Shultz
Investment Analyst
BIO
Richard Thawley II
Portfolio Manager
BIO
Our priority is you.
Get to know us and see what sets us apart.
WATCH THE VIDEO Hear the story of how we came to be and how we work together in your best interest.
Operations
Carl Doane
Chief Financial Officer
BIO
Bryce Sutton
Managing Partner
BIO
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 Client & Advisory Services
BIO
Tim Olsen
Financial Services Representative
BIO
Technology
Allison Harden
Software Engineer
BIO
Spencer Nielsen
Director of Technology
BIO