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

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