Collectively Dedicated to Serving Our Clients
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Ken Siebel
Chairman
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William Dagley
President
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Chris Greene, CFA
CIO & Senior Portfolio Manager
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Michael B. Yongue, JD, CFA
CCO & COO
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Katrina Smith
Director of Client Services & Operations
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Jason Saxon
Director of Trading
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James Lenczowski
Portfolio Manager & Research Analyst
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Ashley Saia
Client Services Officer & Controller
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Richard Kuchen
Senior Vice President
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Vickie Marinovich
Executive Assistant to the President