Meet Our Team Thomas S. Caldwell, C.M. Chairman & Founder, Director Brendan T.N. Caldwell, B.Sc., M.A., CFA President, CEO, & CIO Jennifer Radman, CFA Vice President, Head of North American Equities & Senior Portfolio Manager James E. Thorne, Ph.D. Chief Capital Market Strategist & Senior Portfolio Manager William Chin, MBA Portfolio Manager & Chief Technical Analyst Sally Haldenby Haba CCO, CFO, & Secretary Richard Faiella, CFA Senior Vice President & Portfolio Manager Doug McIlroy Senior Vice President, Advisor Sales and Distribution Jennifer Kuta Assistant Vice President, Business Development and Sales Mario Mainelli, CFA Portfolio Manager Morgan Pampe, MFIN, CFA Portfolio Manager Alex Osborne, CFA Vice President, Sales and Strategy
