James P. Dowd, CFA, CPA

Founder and Managing Director

Bridgot Basile

Managing Director

Michael T. Weaver, Jr., CFA

Managing Director, Head of Asset Management

David Witkoff

Director, Investment Advisor Representative

Gaby Giacchino

Director, Operations and Human Resources

Sara Borazan

Managing Director, Head of Business Development

Brooke Larney

Investment Advisor Representative

Jana Kirwel

Investment Advisor Representative

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