Team

 
  • Christopher C. Hass, AIF®

    Christopher C. Hass, AIF®

    Founding Partner/Fundamental Analyst

  • Jeffrey Caufield, II, AIF®

    Jeffrey Caufield, II, AIF®

    Founding Partner/Chief Business Development Officer

  • Chad Perkins

    Chad Perkins

    Founding Partner/Portfolio Manager

  • Juli Bobbitt

    Juli Bobbitt

    Director of Client Relations

  • Denise Clark

    Denise Clark

    Associate Director of Client Relations

  • Kelly Hass

    Kelly Hass

    Marketing Director/Client Communications

  • Teagan Pappano

    Teagan Pappano

    Client Relations Associate