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