Executive Team Members

Kevin Simpson

Chief Investment Ofiicer/Founder

Josh Smith

Lead Portfolio Manager

Brian Bruneau

Chief Operating Officer

Jodi Phillips

Director of Operations & Client Services

Charles Sauer

Director of Internal Sales

John Watkins

Director of Marketing

Ryland Mathews

Associate Trader

Yerania Barrios

Executive Administrative Assistant

 

External Team Members

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Josh Miller

Managing Director - Southeast

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Dave Ford

Managing Director- Northeast

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Ken Coffman

Managing Director - Institutional Sales

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Tim Nash

Institutional Sales Director

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Kent Elwell

Managing Director - Middle Atlantic

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Mike Sciortino

Managing Director - Southwest