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®
Portfolio Manager
Liz Ford, CFA, CFP®
Portfolio Manager
Mark Andrews
Associate Portfolio Manager
Anne Doremus, CFA
Senior Advisor, Investment Strategy
Eric Hanson, CFA, CFP®
Founder
Jordan Lafayette
Head of Operations
Alma Pilausic
Client Service Manager
Sarah Cocina
Client Service Manager
Kristen Audy Rich
Office Manager
Jason Shi
Portfolio Administrator
Henry Preston
Associate Portfolio Administrator
