Experienced Stewards
of Capital.
Our leadership team brings decades of institutional investment experience, rigorous discipline, and an unwavering commitment to the preservation of wealth.
Executive Committee
Governance Body
Expertise
Investment Committee
David Park, CFA
Head of Equities
18 years - Wellington
Rachel Morrison
Head of Fixed Income
15 years - PIMCO
Jonathan Lee
Head of Alternatives
16 years - Blackstone
Maria Santos
Head of ESG
12 years - Generation IM
Dr. Robert Kim
Director of Research
14 years - AQR
Amanda Price, CFA
Head of Risk
13 years - JP Morgan
Thomas W. Lee
Head of Trading
17 years - Citadel
Jennifer Adams, CFP
Head of Investor Strategy
14 years - Bessemer
"Our commitment is simple: we treat every dollar entrusted to us as if it were our own. That's not just philosophy, it's how we've built lasting partnerships for over 26 years."
Build Your Legacy
We are always seeking exceptional investment professionals who share our commitment to fiduciary excellence and rigorous research.