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®

Chief Investment Officer

Maria Fuentes

Director of Trading Operations

Lulu Fuentes

Senior Operations Analyst

Laura Fuentes

Senior Operations Analyst

Ryan Gromatzky

Managing Director of Investments & Trading

Tim Smith

Managing Director of Operations

Annette Sutherland

Senior Operations Analyst