Meet Our Team

Thomas S. Caldwell
Chairman & Founder, Director
Paula Amy Hewitt
Director
Grant Patterson
Chief Compliance Officer
Jennifer Radman
Head of Investments & Senior Portfolio Manager
Denis Taillefer
Senior Portfolio Manager
Morgan Pampe
Portfolio Manager
William Chin
Portfolio Manager & Chief Technical Analyst
Justin Elliott
Portfolio Manager
Raheel Younas
Equity Analyst
Richard Faiella
Senior Vice President & Portfolio Manager
Alex Osborne
Vice President, Client Portfolio Strategist & Portfolio Manager
Cole Cedar
Senior Inside Sales Associate
Matthew Hopton
Inside Sales Associate
Troy Sy
Marketing Coordinator
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