Leadership

 
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Tom
Watts

Chairman, Chief Investment Officer

Vimal
Verma

Chief Executive Officer


Wealth Managers

 
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David Wilson

Senior Wealth Manager

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Ty
Buckelew

Wealth Manager

 
 
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Nicolas Pinto

Wealth Manager

 

Proprietary Portfolio Managers

 
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John
Preston

Principal, Deputy Chief Investment Officer-Equities

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Bruce DeLaurentis

Portfolio Manager, Principal & Founder of Kensington Analytics


Infrastructure & Administration

 
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Doris
Avent

Relationship Manager

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Kamal Verma

Payroll

 
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Meredith Verona

Accounting

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Grace
Brescia

Compliance Advisor

 
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Ahmed Elfayoumi

Director, Information Technology