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Executive Team

Lee Calfo

Lee Calfo

Founder and Portfolio Manager

Brian Shevland

Brian Shevland

Founder and Portfolio Manager

Ken Smith

Ken Smith

Chief of Compliance

Asset Management Team

Frederick (Ted) Peters

Frederick (Ted) Peters

Financial Institutions Fund

Rich Farr

Rich Farr

Chief Market Strategist

Jason O'Donnell

Jason O'Donnell

Financial Institutions Fund

Jim McGovern

Jim McGovern

Market Strategist

John Mulqueen

John Mulqueen

Director

Rick Martin

Rick Martin

Quantitative Strategist

Andrew Giannone, CFA

Andrew Giannone, CFA

Associate Portfolio Manager

Operation and Support Team

Amy King

Amy King

Operations Manager

Amanda Shevland

Amanda Shevland

Administration Specialist

Marketing

Ed Condon

Ed Condon

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