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