Leadership

 
Tom.jpg

Tom
Watts

 

Chairman, Chief Investment Officer

Vimal
Verma

Chief Executive Officer


Wealth Managers

 
David.jpg

David Wilson

 

Senior Wealth Manager

Ty.jpg

Ty
Buckelew

Wealth Manager

 
Haining Photo.jpg

Haining Suo

Wealth Manager Associate

Coming Soon Pic Filler-01.png

Leo Mutchler

 

Wealth Manager

 
Nico.jpg

Nicolas Pinto

Wealth Manager

 

Proprietary Portfolio Managers

 
Coming+Soon+Pic+Filler-01.png

John
Preston

Principal, Portfolio Manager

Bruce DeLaurentis.JPG

Bruce DeLaurentis

 

Portfolio Manager, Principal & Founder of Kensington Analytics


Infrastructure & Administration

 
Doris.jpg

Doris
Avent

Relationship Manager

Kamal.jpg

Kamal Verma

Chief Financial Officer

 
Meredith Verona.jpg

Meredith Verona

Accounting

Grace Brescia.jpg

Grace
Brescia

Compliance Advisor

 
Coming Soon Pic Filler-01.png

Ahmed Elfayoumi

 

Director, Information Technology