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