Our Team
To learn about our team of analysts, portfolio managers, financial planners and operations specialists, please click on the individual photographs below.
Sven Eklof, CFP®
Managing Partner
Arthur Wright, CFP®
Partner
Alex Watson, CFA, CFP®
Partner
Liz Ford, CFA, CFP®
Portfolio Manager & Chief Compliance Officer
Jordan Lafayette
Head of Operations
Evan Pemberton, CFA, CFP®
Portfolio Manager
Mark Andrews, CFA
Associate Portfolio Manager
Neil Macker, CFA
Associate Director of Research
Anne Doremus, CFA
Senior Advisor, Investment Strategy
Sarah Cocina
Associate Portfolio Manager
Kristen Audy Rich
Office Manager
Alma Pilausic
Client Service Manager
Jason Shi
Portfolio Administrator
Eric Hanson, CFA
Founder
