Executive Leadership

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Andrew Jacobson, CFA*
CEO / Chief Investment Officer.

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Bradley Amoils*
Managing Director / Portfolio Manager.

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Christopher Lively, CFA*
Managing Director / Portfolio Manager.

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Denise Zambardi, IACCP*
Senior Vice President / Chief Compliance Officer.

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Donald Miller*
Chairman.

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Edward Azimi*
Chief Operating Officer.

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Kurt Polk, CFA*
President.

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Matthew Franco, CFA*
Managing Director / Portfolio Manager.
* Denotes Partner