Team

Kevin P. Whelan, CFA
Principal,
President & CEO
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Nathan A. Bishop, CFA
Principal & CIO
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Nathan M. Bailey, CFA, CFP®
Principal & Portfolio
Manager
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Joseph P. Condren, CFA
Principal,
COO & CCO
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Henry Nebesky
Investment Analyst
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Nick Shamsi
Wealth Associate
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John Gislason
Financial Planning Associate
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Jakki L. Haussler, Esq., CPA
Founder & Chairman
of the Board
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