Meet the Team

Don Davis

Don Davis

CEO and Portfolio Manager

Photo of Pablo Ferreri

Pablo Ferreri

CIO and Portfolio Manager

Jeremy Todd

Jeremy Todd

CFA, Head of Capital Markets

Jeff Faria

Jeff Faria

Analyst

Val Katayev

Val Katayev

Managing Partner

Jeff Bottom

Jeff Bottom

Director of Business Development

Sandra Garcia - headshot

Sandra Garcia

CCO & Director of Operations

Charlie Swann

Charlie Swann

Financial Analyst

Alex Cariaso

Alex Cariaso

Senior Operations Assistant