Our Team

Experienced. Humble. Skeptical.

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

Managing Partner

Phil Kosmala

Managing Partner

Randal M. Wolf

Executive Vice President

B.J. Grifhorst

Executive Vice President

Colleen T. McKenna

Chief Operating Officer

Zachary T. Pearsall


Ian Acosta


Matthew Terrien

Managing Director

Real Growth Starts Right Now

Let’s talk about meeting all your investment and regulatory needs. Connect with us today to start that conversation.

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