Our Investment Team
President, Fool Wealth
Nick Crow, CFA
Lead Portfolio Manager
Bryan Hinmon, CFA
Portfolio Manager
Tony Arsta, CFA
Portfolio Manager
Bill Barker, CFA
Investment Analyst
Shelby McFaddin
Portfolio Manager
Jeremy Meyers, CFA
Portfolio Manager
Michael Olsen, 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
Director, Financial Planning
Megan Brinsfield, CFP, CPA
Director of Client Relations
Michael Hunter
Wealth Advisor
Wiley Belknap
Senior Wealth Advisor
John Freemire, CFP
Wealth Advisor
Chris Garrett, CFP
Wealth Advisor
Max Hacker, CFP
Wealth Advisor
Khwan Hathai, CFP
Wealth Advisor
Grace Kim, CRPC
Senior Wealth Advisor
Hali London, CFP
Wealth Advisor
Mike Padilla
Senior Wealth Advisor
Joe Perna, CFP, CFA
Wealth Advisor
Justin Rivera, CFP, CFA
Our Client Experience Team
Client Experience Lead
Cristina Munteanu
Client Experience Associate
Cami Capasso
Client Experience Associate
Jared Chase
Client Experience Associate
Emily Downie
Client Experience Associate
Trey Fernandez
Client Experience Associate
Victoria Freeman
Client Experience Associate
Bill Jenney
Client Experience Associate
Kevin Nguyen
Client Experience Associate
Michelle Leichtner
Client Experience Associate
Ayanna Thomas
Client Experience Associate