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
