Leadership

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

James Mitchell

Chief Executive Officer & Founder

26 years of investment experience. Previously Managing Director at Goldman Sachs Private Wealth Management. Expert in macro-strategy and asset allocation.

Harvard MBA|

Sarah Chen, CFA

Chief Investment Officer

22 years of investment experience. Previously Portfolio Manager at Wellington Management. Specializes in global equities and risk modeling.

Stanford PhD|

Robert Chen

Chief Financial Officer

20+ years in PE investments. Led 15+ successful exits totaling $8.2B in value creation. CFA Charterholder.

Wharton MBA|

Elizabeth Ward

Chief Operating Officer

20 years of operations experience. Previously COO at Two Sigma. Focused on technology infrastructure and compliance.

Columbia MBA|

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."

James MitchellChief Executive Officer

Build Your Legacy

We are always seeking exceptional investment professionals who share our commitment to fiduciary excellence and rigorous research.

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