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, CFA

Managing Partner

Phil Kosmala, CFA

Managing Partner

Matthew Terrien, CFA

Managing Director

Colleen T. McKenna

Managing Director

Randal M. Wolf

Executive Vice President

Christopher Horvath

Managing Director

Zachary T. Pearsall

Vice President

B.J. Grifhorst

Vice President

Ian Acosta, CFA

Vice President

Kurtis Fluck

Sr. Vice President

Jared Jollensten

Sr. Vice President

Matthew Mauser

Analyst

Marina Beckler

Senior Client Operations Specialist

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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