Meet Our Team

Thomas S. Caldwell photo

Thomas S. Caldwell, C.M.

Chairman & Founder, Director

Jennifer Radman photo
Jennifer Radman, CFA
Vice President, Head of North American Equities & Senior Portfolio Manager

James E. Thorne Photo

James E. Thorne, Ph.D.

Chief Capital Market
Strategist & Senior Portfolio Manager

William Chin photo

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

Sally Haldenby Haba Photo

Sally Haldenby Haba

CCO, CFO, & Secretary

Richard Faiella Photo

Richard Faiella, CFA

Senior Vice President & Portfolio Manager

Robert Callander photo

Robert Callander, CFA

Portfolio Manager

John Kinsey photo

John Kinsey

Portfolio Manager

Doug_McIlroy

Doug McIlroy

Senior Vice President, Advisor Sales and Distribution

Jennifer Kuta Photo

Jennifer Kuta

Assistant Vice President, Business Development and Sales

Jennifer Kuta Photo

Mario Mainelli, CFA

Portfolio Manager