Meet the Team

Healthcare & Consumer Staples
Senior Analysts: Riley Mitchell & Max Nannen
Analysts;
Clara Plank
Luca Palanca
Jack Norris
Easton Larrabee
Laney Smith
Dylan Stantor
Financials and Fixed Income
Senior Analyst: Braylon Agnello
Analysts;
Owen Donovan
Cole Tangeman
Thembi Mazibuko
Lotus Atkinson
Nathan Schmidt
Alex McLaughlin
Industrials& Basic Materials:
Senior Analyst: Jonathan Thomson
Analysts;
Ian Metcalfe
Joseph Skoumpris
Kerr McGuffin
Sebastian Menges
Paul McCormack
Mehdi Merah
Jackson Frisa
Maritime
Senior Analyst: Matthew Rohrabacher
Analysts;
Mason Wood
Sean Donoghue
Matthew Whittaker
Cormac Denniston
Emmett Lalley
Nick Fisher
Utilities
Senior Analyst: Conor Roth
Analysts;
Reid Ostrowski
Tyler Kirk
Thomas Hawkins
Maxwell Delotel
John Boomer
Trent Bengston
Family Business Fund
Senior Analysts: Alden Roth & Ryan Denton
Analysts;
Adam Roe
Grady Smucinski
Aidan Hurley
Jacob Cyrek
Technology & Consumer Discretionary:
Senior Analysts: Matthew Wilson
Analysts;
Sam Lundeen
Dominic Carlins
Peyton Joy
Chuck Dossier
Ethan Bailey
International Market Research Team:
Senior Analysts: Matthew Joss & Jonathan Thomson
Analysts;
Felix Schoene
Mehdi Merah
Joseph Skoumpris
