Leadership

Timothy P. Berry
Chief Executive Officer, Founder

Michael C. O’Malley, CPA
Senior Principal, COO and CFO

Vince P. Reyna, CFA
Senior Principal, Investments

Thomas H. Beier, CPA
Principal, Investments

 

Professionals

Pam Harper, CPA
Senior Vice President,
Finance and Administration

David Stahl
Managing Director, Investments

Richard Long
Vice President, Investments

 

Jason Dean
Vice President,
Portfolio Optimization

AZIM HAJJAR
Vice President,
Portfolio Optimization

JENNIFER TINDLE, CPA
Associate, Technology,
Data, and Analytics

ANDREW DOLLING, ACA
Associate, Portfolio Optimization

VICTOR ATKINS
Associate, Investments

eric deyoung
Associate, Portfolio Optimization
 

JACOb ClaRK
Analyst, Investments and
Portfolio Optimization

Sam Mysock
Associate, Investments
and Portfolio Optimization

JOANNA BARRETT
Executive Assistant to CEO

BRETT ZIMMERMAN
Associate, Investments
 

Kate Barragan
Executive Assistant and
Office Manager

JONATHAN PETRINI
Associate, Investments
and Portfolio Optimization