Meet Our Team

Thomas S. Caldwell
Chairman & Founder, Director
Jennifer Radman
Head of Investments & Senior Portfolio Manager
Richard Faiella
Senior Vice President & Portfolio Manager
William Chin
Portfolio Manager & Chief Technical Analyst
Morgan Pampe
Portfolio Manager
Denis Taillefer
Senior Portfolio Manager
Justin Elliott
Portfolio Manager
Alex Osborne
Vice President, Client Portfolio Strategist & Portfolio Manager
Jennifer Kuta
Vice President, Business Development and Sales
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