Pioneers of dynamic investment risk management within separately managed accounts

Jerry C. Wagner, J.D.
  • President and Founder, Chief Investment Officer
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Executives


Renée Toth
  • Executive Vice President
Jason Teed, CFA
  • Director of Research and Senior Portfolio Manager
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Jeffrey Ingalsbe
  • Chief Information Officer/Chief Information Security Officer
Michelle Higgins
  • Chief Operating Officer
Melissa Karas
  • Chief Marketing Officer
Steve Demetrovits
  • Vice President of National Accounts
Rukshan Fernando
  • Chief Financial Officer
Sean Burke, J.D.
  • Chief Legal Counsel
Anna Kinsella
  • Vice President of National Sales

Management


Jacob Andrews
  • Manager Database Administration and IT Infrastructure
Eryn Eaton
  • Operations Assistant Manager
Timothy Hanna, CFA, CFIP
  • Senior Portfolio Manager
Kenneth Jamison
  • Director of Software Delivery
Sherry King
  • IT Project Manager
Laurie McGuire
  • Manager Client Services
Kevin Nowak
  • Creative Director
Carol Richmond
  • Human Resources and Finance
Greg Smith,CFA
  • Chief Compliance Officer
Barb Valenzuela
  • Advisor Administration Manager
Charlie Wagner
  • Manager, Internal Associates
Mara Ward
  • New Money Manager and Office Manager

Support


Laurie McGuire
  • Manager Client Services
Jennifer Thompson
  • Sales Event & Service Coordinator
Barb Valenzuela
  • Advisor Administration Manager

Research


Jason Teed, CFA
  • Director of Research and Senior Portfolio Manager
LinkedIn
Timothy Hanna, CFA, CFIP
  • Senior Portfolio Manager
Rukmal ("Rocky") Fernando
  • Portfolio Research Associate
Daniel Poppe, CFA
  • Senior Research Analyst
Gayan Nagoda
  • Lead Research Software Developer
Duncan Miller
  • Research Programmer
Sam Sheeran
  • Junior Research Analyst
Blake Eads
  • Junior Research Analyst

Cybersecurity


Joshua Sexton
  • Cyber Threat Intelligence Specialist
Caleb Ingalsbe
  • Cybersecurity Architect
Jeffrey Ingalsbe
  • Chief Information Officer/Chief Information Security Officer