Investments and Operations
Investments and Operations
The greatest asset we have to offer is the expertise of our professionals. Meet the members of our Investments and Operations Team.
Jeremy Merchant, CIMA®
Investment Policy Committee
Andy Stout, CFA, CFP®
Chief Investment Officer
Maria Fuentes
Operations Manager
Laura Fuentes
Senior Operations Analyst
Ryan Gromatzky
Director of Research
Tim Smith
Managing Director of Operations