Board of Directors Thomas S. Caldwell, C.M. Chairman & Founder, Director Brendan T.N. Caldwell, B.Sc., M.A., CFA President, CEO & CIO Michael B.C. Gundy Director Paula Amy Hewitt Director Portfolio Management Jennifer Radman, CFA Head of Investments & Senior Portfolio Manager Denis Taillefer, CFA Senior Portfolio Manager William Chin, MBA Portfolio Manager & Chief Technical Analyst Justin Elliott, CFA Portfolio Manager Tom Simopoulos, CFA Portfolio Manager Raheel Younas Equity Analyst Alex Crawford Analyst Relationship Management & Marketing Richard Faiella, CFA Senior Vice President & Portfolio Manager Alex Osborne, CFA Vice President, Client Portfolio Strategist & Portfolio Manager Cole Cedar Senior Inside Sales Associate Alyssa Gahtan Marketing Coordinator Operations Grant Patterson Chief Compliance Officer Edward Cho Senior Manager, Investment OperationsWant to hear something good?Sign up for updatesYour emailYour EmailSubmit
