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