Meet Our Team

Thomas S. Caldwell photo

Thomas S. Caldwell, C.M.

Chairman & Founder, Director

Jennifer Radman photo
Jennifer Radman, CFA
Vice President & Senior Portfolio Manager

Richard Faiella Photo

Richard Faiella, CFA

Senior Vice President & Portfolio Manager

William Chin photo

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

Morgan Pampe Photo

Morgan Pampe, MFIN, CFA

Portfolio Manager

Jackie Sanz Photo

Jackie Sanz, CPA, CA

Chief Compliance Officer

Alex Osborne Photo

Alex Osborne, CFA

Vice President & Portfolio Manager, Sales and Strategy

Jennifer Kuta Photo

Jennifer Kuta

Vice President, Business Development and Sales