Our Mission: Be the Best Place to Invest.

Our Investment Philosophy:

Invest heavily into the process, then the investment returns take care of themselves.

Meet Your Team

Vertti Iso-Ahola

Principal, CIO
More
tia's headshot

Tia DuBose

Chief Operating Officer
More
val's headshot

Valerie Sherman

Director of Client and Community Engagement
More
square booker daniel 886 4 social media hst retouched

Daniel Booker

Director of Private Client Markets
More

Madelyn Franz

PR/Event Coordinator
More
SM background

S.M. Parish

Research Associate
More
ja 1

J’adore Anderson

Marketing & Communications Intern
More
ac 2

Akshat Chagarlamudi

Wealth Management Intern
More
bc 2

Bailey Chen

Marketing & Communications Intern
More
vc 1

Varnika Chikyala

Wealth Management Intern
More
sd 2

Shaun Desai

Wealth Management Intern
More
dg 1

Dylan Giuliano

Marketing & Communications Intern
More