Roderick Hennek

Founding Partner, Consultant
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Edward S. Michelson

Founding Partner, Consultant
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Michael F. Malloy, CFA, AIF®

Partner, Consultant
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Gary R. Schafer, AIF®

Partner, Chief Operating Officer
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Kurt R. Hennek, AIF®

Partner, Consultant
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Matt Bemister

Business Development Associate
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Matthew C. Bauder, CFA®

Partner, Consultant
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Michael J. Butkus, Jr.

Vice President, Consultant
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Jon Trinidad, CAIA®

Senior Investment Analyst
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Kurt Anderson, AIF®

Senior Vice President, Director of Performance Reporting
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Lisa Broshar

Performance Analyst
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Corey Smith

Investment Analyst
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Kaitlyn Jones

Performance Analyst
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Ky Anderson

Performance Analyst
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Jameer Logan

Senior Investment Analyst
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Terri Sponseller

Chief of Compliance Officer
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Gladys Soto

Client Operations Specialist
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Carlos Gonzalez

Client Operations Specialist
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Morgan Walker

Client Operations Specialist
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Claire Davis

Client Operations Specialist
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