Meet Our Team Thomas S. Caldwell, C.M. Chairman & Founder, Director Brendan T.N. Caldwell, B.Sc., M.A., CFA President, CEO, & CIO Jennifer Radman, CFA Vice President, Head of North American Equities & Senior Portfolio Manager James E. Thorne, Ph.D. Chief Capital Market Strategist & Senior Portfolio Manager William Chin, MBA Portfolio Manager & Chief Technical Analyst Richard Faiella, CFA Senior Vice President & Portfolio Manager Jackie Sanz, CPA, CA Chief Compliance Officer Jennifer Kuta Vice President, Business Development and Sales Mario Mainelli, CFA Portfolio Manager Morgan Pampe, MFIN, CFA Portfolio Manager Alex Osborne, CFA Vice President & Portfolio Manager, Sales and Strategy Sean Tascatan, CFA Vice President & Portfolio Manager Michael B.C. Gundy Director
