Meet Our Team

Click on the names or images to learn more about each team member.

Cassandra Toroian

Founder
Chief Investment Officer

Jacquelyn Blue

Chief Financial Officer
Compliance Officer

Jacqueline Reeves

Managing Director
Senior Investment Advisor

William K. Dugdale

Portfolio Manager
Senior Investment Advisor

Douglas McCoy

Senior Investment Advisor

Janet Redman

Senior Investment Advisor

Andres Bonell

Senior Investment Advisor

Sally Lawson

Senior Investment Advisor

Andrea Cho

Senior Investment Advisor

Galina Kuznetsova

Investment Advisor
Operations Associate

Barbara Deane

Executive Assistant
Office Manager