Meet Our Team

Thomas S. Caldwell
Chairman & Founder, Director
Jennifer Radman
Head of Investments & Senior Portfolio Manager
Paula Amy Hewitt
Grant Patterson
Chief Compliance Officer
Richard Faiella
Senior Vice President & Portfolio Manager
Morgan Pampe
Portfolio Manager
William Chin
Portfolio Manager & Chief Technical Analyst
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
Cole Cedar
Senior Inside Sales Associate
Troy Sy
Marketing Coordinator
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