Team

Leadership

Michael Rapelyea

Chief Executive Officer

Michael Brodsky

President & Chief Compliance Officer

Duane Young

Chief Operating Officer

Small Cap Growth

Drew Cupps

Portfolio Manager

Kevin Leitner

Equity Analyst and Trader

Chris Bush

Quantitative and Process Analyst

Options Solutions

Michael Brodsky

President & Chief Compliance Officer

Bill Speth

Portfolio Manager

Christian Knapp

Associate Portfolio Manager

Client Services & Business Development

Maximiliano Suarez

Business Development and Wealth Management

Nancy Coursen

Manager, Client Services and Operations