Cassandra Toroian

Founder
Chief Investment Officer

302-227-7607
Rehoboth Beach, DE

Jacquelyn Blue

Chief Financial Officer
Compliance Officer

302-227-7608
Rehoboth Beach, DE

Jacqueline Reeves

Managing Director
Senior Investment Advisor

561-289-5308
Boca Raton, FL

William K. Dugdale

Portfolio Manager
Senior Investment Advisor

302-652-3101
Montchanin, DE

Douglas McCoy

Senior Investment Advisor

302-652-3101
Montchanin, DE

Janet Redman

Senior Investment Advisor

302-227-7608
Rehoboth Beach, DE

Andres Bonell

Senior Investment Advisor

302-227-7608
Rehoboth Beach, DE

Sally Lawson

Managing Director
Investment Advisor

610-695-3651
Villanova, PA

Galina Kuznetsova

Investment Advisor
Operations Associate

562-548-0490
Long Beach, CA

Support

Barbara Deane

Executive Assistant
Office Manager

302-227-7608
Rehoboth Beach, DE