Meet Our Team

Thomas S. Caldwell photo
Chairman & Founder, Director
Jennifer Radman photo
Vice President & Senior Portfolio Manager
Richard Faiella Photo
Senior Vice President & Portfolio Manager
William Chin photo
Portfolio Manager & Chief Technical Analyst
Morgan Pampe Photo
Portfolio Manager
Jackie Sanz Photo
Chief Compliance Officer
Alex Osborne Photo
Vice President & Portfolio Manager, Sales and Strategy
Jennifer Kuta Photo
Vice President, Business Development and Sales