Our Team


The experience and investment capabilities of our team of dedicated professionals allow us to deliver expert advice along with the highest level of service to each client.

Ryan Nelson, CFA®Ryan Nelson, CFA®
Co-Founder & Portfolio Manager 
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  Jennifer Trowbridge, CFA®Jennifer Trowbridge, CFA®
Co-Founder & Portfolio Manager
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Bill Phelps, CAIA®Bill Phelps, CAIA®
Chief Operations Officer
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  Tony Martino, CFA®Tony Martino, CFA®
Portfolio Manager
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Joe Violand, CFA®Joe Violand, CFA®
Portfolio Manager 
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  John N. Lewis, CFA®John N. Lewis, CFA®
Portfolio Consultant
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Racheal GriffinRacheal Griffin
Portfolio Operations Administrator
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  Patrick HayesPatrick Hayes
Chief Compliance Officer
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