Meet Our Team

Mark Baumgartner

Mark Baumgartner

Chief Executive Officer & Chief Investment Officer

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Brian Mawdsley, CFA

Deputy Chief Investment Officer 

Edward Kelly

Edward Kelly

Chief Operating Officer 

Jeffrey Furst, CFA, CAIA

Jeffrey Furst, CFA, CAIA

Senior Investment Director   

William Twible, CFA, CAIA

William Twible, CFA, CAIA

Senior Investment Director   

Carlos Herrera, CFA, FRM, FDP

Carlos Herrera, CFA, FRM, FDP

Investment Director 

Brennan Bubp, CFA, CAIA

Brennan Bubp, CFA, CAIA

Investment Manager   

Sarah Kefi

Sarah Kefi

Investment Associate 

James Humphries

James Humphries, CPA

Investment Operations Director   

Michael Coviello

Michael Coviello

Investments Operations Senior Accountant

Kimberly Doak

Kimberly Doak

Investment Office Specialist 

Jennifer Purdee

Jennifer Purdee

Investment Operations Associate