Our team of professionals with deep industry experience is focused on identifying undervalued asset classes poised to enter a period of outperformance to help deliver attractive risk-adjusted returns for our clients.  All told, the team has a combined 100+ years of investment industry experience and several members have worked together closely for many years.

CEO, Chief Investment Officer

Stephen Cucchiaro

Investment Committee Member

Managing Partner, President

Monica Chandra

Investment Committee Member

Managing Partner, Chief Technology Officer

Robert Phillips, PhD

Investment Committee Member

Managing Partner, Chief Investment Strategist

DeFred G. Folts III, Fritz

Investment Committee Member

Partner, Deputy Chief Investment Officer

Eric Biegeleisen, CFA®

Investment Committee Member

Partner, Chief Operating Officer & Chief Compliance Officer

Kristi McDermott

Partner, Head of Direct & RIA Sales

Jonathan Cressy

Senior Vice President, Head Trader

Lawrence Jules

Investment Committee Member

Managing Director

Peter McManus, CFP®

Senior Vice President, Operations & Client Service

Ashley Koed, CETF®

Senior Director, Technology

Christopher Lange

Director, Regional Sales Manager

Ryan Connolly

Director, Regional Sales Manager

Kevin Kenny

Director, Wealth Solutions

Al Kandi

Director, Wealth Solutions

Amanda Preston, CFP®

Senior Associate, Marketing

Austin Haughton

Senior Manager, Quantitative Trader

Frank LaMar, CFA®, CETF®

Senior Associate, Administration

Brooke Miller

Associate, Operations & Client Service

Kevin Latu

Administrator, Operations

Alejandro Gamez

Data Analyst, Sales Operations

Devon Li