Executive Team Members


Kevin Simpson

Chief Investment Officer

Josh Smith, CFA

Lead Portfolio Manager

Brian Bruneau

Chief Operating Officer

Jodi Phillips

Director of Operations & Client Services


Ryland Mathews

Associate Trader

Yerania Barrios

Executive Administrative Assistant

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John Watkins

Director of Marketing

Kesia Sondrini

Director-Advisor Relationship Management


Ryan Carney

Assistant Director of Compliance & Analytics

National Team Members


Ken Coffman

Managing Director - Institutional Sales | Southern USA

(239) 431-­3517

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Kent Elwell, CRPC©

Managing Director - Institutional Sales | Northern USA

(239) 431-­3486

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Josh Miller

Acting Director - Internal Sales

(239) 404-0890

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