Jim Martin

  • Founder & Partner
  • Chief Executive Officer

Christopher Boyle

  • Founder & Partner
  • Operations Manager

Ted Brooks, CFA®

  • Founder & Partner
  • Chief Investment Strategist

Gerald Kane

  • Founder & Partner
  • Chief Compliance Officer

Douglas H. DeLong, CFA®

  • Managing Director
  • Senior Portfolio Manager

Patrick J. McGinnis, Jr.

  • Managing Director
  • Senior Portfolio Manager

Teresa Veight

  • Director of Client Service

Connor Martin

  • Founder
  • Senior Associate