Meet Our Team

Thomas S. Caldwell photo

Thomas S. Caldwell, C.M.

Chairman & Founder, Director

Jennifer Radman photo
Jennifer Radman, CFA
Vice President, Head of North American Equities & Senior Portfolio Manager

William Chin photo

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

Richard Faiella Photo

Richard Faiella, CFA

Senior Vice President & Portfolio Manager

Jackie Sanz Photo

Jackie Sanz, CPA, CA

Chief Compliance Officer

Jennifer Kuta Photo

Jennifer Kuta

Vice President, Business Development and Sales

Mario Mainelli Photo

Mario Mainelli, CFA

Portfolio Manager

Morgan Pampe Photo

Morgan Pampe, MFIN, CFA

Portfolio Manager

Alex Osborne Photo

Alex Osborne, CFA

Vice President & Portfolio Manager, Sales and Strategy

Sean Tascatan Photo

Sean Tascatan, CFA
Vice President & Portfolio Manager