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Investment Professionals

Steve Farrell, MBA

Director of Fixed Income & Alternatives

Parineeta Gengaje

Senior Investment Analyst

David Harden, Founder

President | Portfolio Manager | Chief Executive Officer | Chief Investment Officer

Jon Jiang

Associate Portfolio Manager

Robin Kaukonen

Senior Portfolio and Trading Manager

Scott W Payseur, PhD

Senior Quantitative Analyst

Aash M. Shah, CFA

Head of Investments & Sr. Portfolio Manager

Kira Shultz

Investment Analyst

Richard Thawley II

Portfolio Manager

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Operations

Carl Doane

Chief Financial Officer

Bryce Sutton

Managing Partner

Travis Triggs, JD, LLM

Compliance Director

Client Relations

Cesar Duenas

Investment Consultant Lead

Jeff Gapinski

Senior Financial Representative

Colby Haupt

Head of Sales & Marketing

Tim Olsen

Financial Services Representative

Technology

Allison Harden

Software Engineer

Spencer Nielsen

Director of Technology