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 & Senior Portfolio Manager Richard Faiella, CFA Senior Vice President & Portfolio Manager William Chin, MBA Portfolio Manager & Chief Technical Analyst Morgan Pampe, MFIN, CFA Portfolio Manager Jackie Sanz, CPA, CA Chief Compliance Officer Alex Osborne, CFA Vice President & Portfolio Manager, Sales and Strategy Jennifer Kuta Vice President, Business Development and Sales Michael B.C. Gundy Director
