Our shared passion for investing and doing what’s right drives us. We take pride in being a team of good-natured individuals who truly love our work

We unashamedly love investing for the challenge and enjoy achieving great things with good people. Working alongside our clients to achieve their long-term aspirations is both personally and professionally rewarding. We will never take this position for granted.

Joshua Derrington

Chief Investment Officer

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Eddie Barrett, CFA

Director & Investment Committee Member

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Nathan Robertson

Chief Executive Officer

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Jim Christensen

Investment Committee Chair

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Chris Scarpato, CFA

Portfolio Manager

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James Duffy

Portfolio Manager

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Matthew Morgan

Investment Committee Member

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Daniel Martin, CFA

Investment Analyst

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Ellie Fu

Investment Analyst

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Charlotte Thorne

Research Analyst

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Lane Barry

Research Analyst

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Harley Dalton

Independent Advisory Member

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