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 + Financial Advisor
Arthur Wright, CFP®
Partner + Financial Advisor
Alex Watson, CFA, CFP®
Partner + Financial Advisor
Liz Ford, CFA, CFP®
Financial Advisor + Chief Compliance Officer
Jordan Lafayette
Head of Operations
Evan Pemberton, CFA, CFP®
Financial Advisor
Mark Andrews, CFA
Co-Head of Investment Strategy
Neil Macker, CFA
Co-Head of Investment Strategy
Anne Doremus, CFA
Senior Advisor, Investment Strategy
Sarah Cocina
Financial Advisor
Kristen Audy Rich
Office Manager
Alma Pilausic
Client Service Manager + Equity Trader
Jason Shi
Client Service Manager
Eric Hanson, CFA
Founder
