Team

Andrew Richards
Andrew Richards
Andrew Richards

Founder & CEO
Managing Director

Mo Stout
Mo Stout
Mo Stout

Managing Director

Corby Reese
Corby Reese
Corby Reese

Managing Director

Tyler Matlock
Tyler Matlock
Tyler Matlock

Managing Director

Virginia Calvo
Virginia Calvo
Virginia Calvo

Chief Financial Officer
Chief Compliance Officer

Alex Litt
Alex Litt
Alex Litt

Director

Robert Vassel
Robert Vassel
Robert M. Vassel Jr.

Director - Business Development & Growth

Valerie Scott
Valerie Scott
Valerie Scott

Principal

Scott Kania
Scott Kania
Scott Kania

Principal

Anne Lee
Anne Lee
Anne Lee

Vice President

Amy Li
Amy Li
Amy Li

Vice President

Michael Merriman
Michael Merriman
Michael Merriman

Vice President

Karl Stafford
Karl Stafford
Karl Stafford

Senior Associate

Carson McLaughlin
Carson McLaughlin
Carson McLaughlin

Associate

Michael Puza
Michael Puza
Michael Puza

Associate

Olivia Harris
Olivia Harris
Olivia Harris

Senior Analyst

Dan Swander
Dan Swander
Dan Swander

Operating Partner

Jennifer Chua
Jennifer Chua
Jennifer Chua

Controller

Donna Thomma
Donna Thomma
Donna Thomma

Office Manager
HR Assistant
IT Coordinator

Jordan DiFabritis
Jordan DiFabritis
Jordan DiFabritis

Accountant

Nida Syed
Nida Syed
Nida Syed

Junior Accountant