Team

Andrew Richards
Andrew Richards

Founder & CEO
Managing Director
Mo Stout
Mo Stout

Managing Director
Tyler Matlock
Tyler Matlock

Managing Director
Alex Litt
Alex Litt

Managing Director
Virginia Calvo
Virginia Calvo

Chief Financial Officer
Chief Compliance Officer
Scott Kania
Scott Kania

Director, Portfolio Operations
Robert Vassel
Robert Vassel

Director, Business Development & Growth
Anne Lee
Anne Lee

Senior Vice President
Amy Li
Amy Li

Senior Vice President
Mike Merriman
Mike Merriman

Senior Vice President
Michael Puza
Michael Puza

Vice President
Karl Stafford
Karl Stafford

Vice President
Jennifer Chua
Jennifer Chua

Controller
MacGregor Peterson
MacGregor Peterson

Associate
Sam Finney
Sam Finney

Senior Analyst
Jordan DiFabritis
Jordan DiFabritis

Senior Accountant
Donna Thomma
Donna Thomma

Office Manager, HR Assistant, IT Coordinator
Nida Syed
Nida Syed

Junior Accountant

Senior Advisors

Dan Swander
Dan Swander

Senior Advisor
Valerie Scott
Valerie Scott

Senior Advisor
Dan Miller
Dan Miller

Senior Advisor
Linda Boardman
Linda Boardman

Senior Advisor