Our Leadership Team
Our Investment Team

Chief Investment Officer
Tony Arsta, CFA

Investment Analyst
JP Bennet, CFA

Investment Analyst
Shelby McFaddin, CFA

Portfolio Manager
Jeremy Myers, CFA

Portfolio Manager
Michael Olsen, CFA

Investment Analyst
T.J. Piggott, CFA

Portfolio Manager
Nate Weisshaar, CFA

Investment Analyst
Ben Wong

Senior Trader
Michael Leichtner

Senior Trader
Anthony Price

Trading Operations Analyst
Katie Webster
Our Wealth Advisors

Interim President
Megan Brinsfield, MAcc, CPA, CFP®

Wealth Advisor
Daniel Duckett, CFP®

Wealth Advisor
Sean Gates, CFP®, EA®

Wealth Advisor
Grace Kim, CRPC®

Wealth Advisor
Amanda Kish, CFA, CFP®

Wealth Advisor
Michelle Leichtner, CFP®

Senior Wealth Advisor
Hali London, CFP®

Wealth Advisor
Stephanie Marini, CFP®, CRPC®

Senior Wealth Advisor
Ellen Nusgart, CRPC®

Wealth Advisor
Garret Ring

Wealth Advisor