Our team

Joe Barrett, CFA, CAIA

Managing Partner

Mimi Best

Associate

Shane Boyle, CPA

Chief Accounting Officer

Tre Cintron

Vice President of Financial Operations

Larissa Herczeg

Founder & Managing Partner

Joe Hobbs

Senior Associate

Jeremy Hochschild

Senior Analyst

Krista Kerr

Managing Partner

John Kight, CPA

Analyst

Lawrence Korb

General Counsel & Chief Compliance Officer

Kristin Kostrzewa

Vice President

Dylan Shindler

Analyst

Jason Ulman

Vice President