Investment Analysis Support Team

Jimmy Wu

Jimmy Wu

Investment Strategist

Jacob Masterson

Jacob Masterson

Investment Analysis Associate

Corey Hendershot

Corey Hendershot

Investment Analysis Associate

Josh Ernst

Josh Ernst

Investment Analysis Associate

Daniel Campbell

Daniel Campbell

Investment Analysis Manager

Kevin Grogan, CFA

Kevin Grogan

Director of Investment Strategy

Jared Kizer, CFA

Jared Kizer

Chief Investment Officer

Sean Grover

Sean Grover

Investment Strategist

See more of our team

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