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

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

Annette Sutherland

Trading Specialist