Team

Identifying, developing, and supporting a diverse and inclusive workforce is a priority rooted in the conviction that a diverse and talented team is superior to one that isn’t, and over meaningful periods of time will generate better outcomes.

About Us

Our team is a combination of long-tenured, highly skilled industry professionals with a mission-driven passion and entrepreneurial drive. While the firm was founded in 2020, the “ties that bind us” go back much further, as most of our team worked together in different configurations at several firms prior to reuniting.

A smiling bio photo of Jack Dickinson.

Jack Dickinson

Investment Partner

A smiling bio photo of Suttrinh Do.

Suttrinh Do

Director of Accounting

A smiling bio photo of Sarah E. Farrell.

Sarah E. Farrell

Investment Partner

A smiling bio photo of Patrick T. Halfmann.

Patrick T. Halfmann, CFA

Investment Partner

A smiling bio photo of George F. Hamel, Jr.

George F. Hamel, Jr.

Founder & Managing Partner

A smiling bio photo of Veronica Homuth.

Veronica Homuth

Investor Relations Associate

A smiling bio photo of Aaryn Leineke.

Aaryn Leineke

Executive Assistant

A smiling bio photo of Adonis Logan.

Adonis Logan

Analyst

A smiling bio photo of Chris Mulvihill.

Chris Mulvihill, CPA

Senior Tax & Operations Associate

A smiling bio photo of Jean F. Murphy.

Jean F. Murphy

Managing Director of Trading

A smiling bio photo of Philippe Pradel.

Philippe Pradel

Chief Compliance Officer & Legal Counsel

A smiling bio photo of Kristin Roemmer.

Kristin Roemmer

Chief of Staff & Director of Communications

A smiling bio photo of Jo Sandoval.

Jo Sandoval

Executive Assistant

A smiling bio photo of Paisley Sato.

Paisley Sato

Front Office Coordinator

A smiling bio photo of Charles Siu.

Charles Siu, CPA

Partner & Chief Financial Officer

A smiling bio photo of Will Slocum.

Will Slocum

Investment Partner

A smiling bio photo of Anne Sullivan.

Anne Sullivan, CPA

Partner & Chief Operating Officer

A smiling bio photo of Sarah Sweeney.

Sarah Sweeney

Compliance Associate

A smiling bio photo of Nicholas Tan.

Nicholas Tan

Senior Investment Associate

A smiling bio photo of Jeff Ubben.

Jeff Ubben

Founder & Managing Partner

A smiling bio photo of Courtney Andren Wes.

Courtney Andren Wes, CPA

Managing Director of Investor Relations

A smiling bio photo of Eva Tiffany Zlotnicka.

Eva Tiffany Zlotnicka

President
Founder & Managing Partner