Diversity of experience. Unity of purpose.
Meet the team built to guide your investments, offer you unbiased advice, and bring intellectual rigor, analytical depth, and a wealth of humble experience to every decision you make.
Joseph Taiber, CFA
Managing Partner
Phil Kosmala, CFA
Managing Partner
Matthew Terrien, CFA
Managing Director
Christopher Horvath
Managing Director
Jared Jollensten
Managing Director
Aimee Jeffers
Executive Vice President
Dan Pazar, CFA
Executive Vice President
Ian Acosta, CFA
Vice President
Lauran Detterline
Vice President
Matthew Mauser
Vice President
B.J. Grifhorst
Vice President
Michael Andryca
Vice President
Tommy Conlon
Associate
Juan Albizu
Associate
Charlie Sandoval
Vice President