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.

President & Chief Investment Officer

Stephen Cucchiaro

Investment Committee Member

Managing Partner, Chief Investment Strategist

DeFred G. Folts III, Fritz

Investment Committee Member

Managing Partner, Chief Technology Officer

Robert Phillips, PhD

Investment Committee Member

Managing Partner, Business Development

Monica Chandra

Managing Director, Chief Trader, Portfolio Manager

Dan Zraly

Investment Committee Member

Managing Director, Research, Portfolio Manager

Eric Biegeleisen, CFA

Investment Committee Member

Managing Director

Peter McManus

Managing Director

Jonathan Cressy

Managing Director, Operations, Chief Compliance Officer

Kristi McDermott

Director, Client Service

Ashley Koed

Executive Administrator

Brooke Miller

Marketing Associate

Kelly McColough

Client Administrator

Annabella Canter