Meet Our Team

Mark Baumgartner

Chief Executive Officer & Chief Investment Officer

Brian Mawdsley, CFA

Deputy Chief Investment Officer 

Edward Kelly

Chief Operating Officer 

Jeffrey Furst, CFA, CAIA

Investment Director   

William Twible, CFA, CAIA

Investment Director   

Carlos Herrera, CFA, FRM, FDP

Investment Director 

Brennan Bubp, CFA, CAIA

Senior Investment Analyst   

Daniel Lee

Senior Investment Analyst 

James Humphries, CPA

Investment Operations Director   

Michael Coviello

Investments Operations Senior Accountant

Kimberly Doak

Office Manager 

Jennifer Purdee

Investment Operations Associate