Pioneers of dynamic investment risk management within separately managed accounts

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Jerry C. Wagner
  • President and Founder, Chief Investment Officer
LinkedIn

Executives


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Renée Toth
  • Executive Vice President
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Jeffrey Ingalsbe
  • Senior Vice President
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Sean Burke, J.D.
  • Chief Legal Counsel
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Rukshan Fernando
  • Chief Financial Officer
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Jason Teed, CFA
  • Director of Research and Senior Portfolio Manager
LinkedIn
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Melissa Karas
  • Chief Marketing Officer
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Michelle Higgins
  • Chief Operating Officer

Management


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

Support


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

Research


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

Cybersecurity


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Joshua Sexton
  • Cyber Threat Intelligence Specialist
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Caleb Ingalsbe
  • Cybersecurity Architect
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Jeffrey Ingalsbe
  • Senior Vice President