Leadership Team
Andy Fresen
President
Sam DiMaio
Vice President
Zeke Lloyd
Diversity and Marketing Officer
Portfolio Managers
| Portfolio Managers | Portfolio |
| John Schulz | Beginner Portfolio |
| Ben Post | Beginner Portfolio |
| Charlie Gans | Quant Portfolio |
| Zeke Lloyd | Quant Portfolio |
| George Schlessinger | Sustainability Portfolio |
| Owen Brown | Sustainability Portfolio |
| Dylan Wells | Social Impact Portfolio |
| CC Jeffers | Social Impact Portfolio |
