Our People

John holds an MBA from Harvard Business School and a BA in Economics from the University of Chicago. He has over 20 years of experience in investment banking and asset management, having previously served as President at Zab Capital and as a Senior Vice President at ABC Investments.

Emily earned an MBA from Wharton and a BS in Finance from New York University. She brings 15 years of experience in operational management, previously working as Operations Director at DEF Financial Services and Senior Manager at GHI Investments.

Michael holds an MBA from Stanford University and a BBA in Accounting from the University of Texas. He has 18 years of experience in financial management, having been CFO at JKL Holdings and Finance Manager at MNO Group.

Sarah has an MBA from Columbia Business School and a BA in Marketing from the University of Michigan. She has 12 years of experience in marketing, previously as CMO at PQR Enterprises and Marketing Director at STU Financial.

James earned an MBA from MIT Sloan and a BS in Finance from the University of California, Berkeley. With 16 years in investment management, he was previously Chief Investment Officer at VWX Capital and Portfolio Manager at YZA Investments.

Director of investment management,Head of Research. Robert holds a bachelor degree from Columbia University and both a Master’s and PhD degree in Finance from the University of Pennsylvania. He previously served at JP Morgan and also was a counselor for Counsil of Economic Advisors.

Linda holds a JD from Harvard Law School and a BA in Political Science from Georgetown University. She has 14 years of experience in regulatory compliance, previously working as Compliance Officer at BCD Financial and Legal Advisor at EFG Consulting.

Laura holds an MBA from INSEAD and a BA in Business Administration from the University of Pennsylvania. She has 13 years of experience in client relations, previously as VP of Client Services at NOP Capital and Client Relationship Manager at QRS Investments.

Robert has an MBA from UCLA and a BS in Marketing from Indiana University. He brings 11 years of sales experience, having worked as VP of Sales at TUV Financial and Sales Director at WXY Investments.

Nancy holds an MBA in Human Resources from Cornell University and a BA in Psychology from the University of Wisconsin. With 15 years in HR, she was previously HR Manager at ZAB Capital and Senior HR Consultant at CDE Group.

Tom earned an MSc in Information Systems from Carnegie Mellon University and a BSc in Computer Science from the University of Illinois. He has 14 years of experience in IT management, previously as IT Director at FGH Technologies and IT Manager at IJK Financial Services.

Rachel holds a JD from Yale Law School and a BA in Philosophy from Brown University. She brings 12 years of legal experience, previously as Senior Legal Counsel at LMN Investments and Associate Attorney at OPQ Law Firm.