Team

  • John Atwater
    Co-Chairman and Chief Executive Officer
  • John Adair
    Principal
  • Josh Frieman
    Principal and Chief Compliance Officer
  • William Madison
    Principal, Asset Management
  • Kris Bloom
    Principal and Chief Operating Officer
  • Daniel James
    Co-Chairman and Chief Executive Officer
  • Chris Scroggin
    Senior Vice President, Operations
  • Bert Ortiz
    Regional Vice President
  • Lizza Castro
    Regional Vice President
  • Rachel Larson
    Regional Vice President