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.

Andy Stout, CFA, CFP^®

Chief Investment Officer

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Maria Fuentes

Operations Manager

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Laura Fuentes

Senior Operations Analyst

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Ryan Gromatzky

Director of Research

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Tim Smith

Managing Director of Operations

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Annette Sutherland

Trading Specialist

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