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 McKenna

Managing Director

Randal Wolf

Executive Vice President

Christopher Horvath

Managing Director

Dan Pazar, CFA

Executive Vice President

B.J. Grifhorst

Vice President

Ian Acosta, CFA

Vice President

Kurtis Fluck

Senior Vice President

Jared Jollensten

Senior Vice President

Matthew Mauser

Analyst

Tommy Conlon

Analyst

Marina Beckler

Sr. Client Operations Specialist

Lauran Detterline

Business Operations Associate

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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