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


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

Morgan Pampe Photo

Morgan Pampe, MFIN, CFA

Portfolio Manager

Alex Osborne Photo

Alex Osborne, CFA

Vice President, Sales and Strategy