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

 

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