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
Lauran Detterline
Business Operations Manager