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

Matthew Terrien

Managing Director

Colleen T. McKenna

Managing Director

Randal M. Wolf

Executive Vice President

Christopher A. Horvath

Vice President

Zachary T. Pearsall

Vice President

B.J. Grifhorst

Vice President

Ian Acosta

Senior Associate

Kurtis Fluck

Portfolio Administrator

Joelie D. Donofrio

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.

Send Us A Message