Meet Our Team

Eric Lynch
Managing Director, Investment Committee Member

Thad Heggeness, CWS®
Wealth Advisor and ESG Analyst

Carey van Putten
Client Associate and Office Manager

Erica Cummings
Reporting & Service Manager

Brian Krawez, CFA®
President, Investment Committee Chairman

Eric Lynch
Managing Director, Investment Committee Member

Gabe Houston, CFA®
Senior Research Analyst, Investment Committee Member

Jerry Beyke, CFA®
Senior Research Analyst, Investment Committee Member

Owen Warren, CFA®
Research Analyst

Sam Kanagawa, CFA®
Senior Research Associate

Grace Menk, CFA®
Senior Research Associate

Jordan Corey, CFA®
Research Analyst

Aidan Kastenberg
Research Associate

Daniel Sung
Research Associate

Ashley Yip
Data and ESG Associate

Jason Marcus
Chief Operating Officer, Chief Compliance Officer

Joel Houston
Business Manager

Sean Wright
Head Trader

Jim Giblin
Operations Analyst

Cameron Cavalin
Fixed Income and ESG Analyst

Jason Uchi
Trader

Maria Khoury
Operations Associate