Jim Martin

  • Founder & Partner
  • Chief Executive Officer

Christopher Boyle

  • Founder & Partner
  • Chief Operating Officer

Ted Brooks, CFA®

  • Founder & Partner
  • Chief Investment Strategist

Gerald Kane

  • Founder & Partner
  • Chief Compliance Officer

Lisa Dimter

  • Partner
  • Chief Administrative Officer

Patrick J. McGinnis, Jr.

  • Managing Director
  • Senior Portfolio Manager

Connor Martin

  • Founder
  • Senior Associate

Dan Kane

  • Founder
  • Senior Associate

Ryan Berger

  • Analyst